-63.2%
ADBE vs APTV
-77.5%
+14.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -0.2% | +2.1% | +1.9% |
| 7D | +1.6% | -1.7% | +3.3% | +2.1% |
| 30D | +1.0% | -11.6% | +12.6% | +4.3% |
| 3M | -10.1% | -21.2% | +11.1% | -4.5% |
| 6M | +3.0% | -28.5% | +31.5% | +9.9% |
| YTD | -30.5% | -49.1% | +18.5% | -18.2% |
| 1Y | -27.1% | -52.2% | +25.1% | -12.5% |
| 3Y | -58.8% | -48.6% | -10.2% | -54.4% |
| All | -63.2% | -77.5% | +14.3% | -39.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling