+151.4%
ADBE vs APTV
-16.1%
+167.5%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -0.3% | +1.7% | +1.5% |
| 7D | -5.4% | -5.0% | -0.3% | -4.0% |
| 30D | -2.5% | -6.1% | +3.5% | -1.0% |
| 3M | +15.3% | -33.0% | +48.3% | +28.1% |
| 6M | -7.8% | -35.2% | +27.4% | +2.1% |
| YTD | -27.9% | -40.1% | +12.2% | -18.6% |
| 1Y | -28.0% | -45.6% | +17.6% | -16.4% |
| 3Y | -55.3% | -54.4% | -1.0% | -47.3% |
| 5Y | -61.7% | -68.9% | +7.2% | -50.2% |
| All | +151.4% | -16.1% | +167.5% | +144.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 10y: compounded portfolio wealth divided by compounded APTV 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…
10y analysis · Full analysis span regression · 6 months rolling