+708.8%
ADBE vs APO
+1,753.5%
-1,044.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -0.6% | -6.1% | -6.5% |
| 7D | -8.6% | -1.0% | -7.6% | -8.3% |
| 30D | +2.8% | +3.5% | -0.7% | +1.5% |
| 3M | +3.1% | +4.5% | -1.4% | +0.9% |
| 6M | -2.4% | +22.8% | -25.2% | -10.1% |
| YTD | -23.9% | -6.5% | -17.4% | -23.3% |
| 1Y | -22.6% | +0.8% | -23.4% | -24.4% |
| 3Y | -52.7% | +62.0% | -114.6% | -62.3% |
| 5Y | -60.0% | +138.2% | -198.3% | -72.6% |
| 10Y | +157.3% | +940.3% | -782.9% | +7.7% |
| All | +708.8% | +1,753.5% | -1,044.7% | +179.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded APO wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling