-62.2%
ADBE vs APTV
-69.7%
+7.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.7% | -5.0% | -3.1% |
| 7D | -12.9% | -1.8% | -11.1% | -12.6% |
| 30D | -5.6% | -7.9% | +2.3% | -3.7% |
| 3M | +6.6% | -29.9% | +36.5% | +16.3% |
| 6M | -9.6% | -36.6% | +27.0% | +0.7% |
| YTD | -28.9% | -40.0% | +11.0% | -19.9% |
| 1Y | -28.9% | -44.0% | +15.1% | -18.2% |
| 3Y | -55.6% | -54.5% | -1.1% | -46.7% |
| 5Y | -62.2% | -68.8% | +6.6% | -46.9% |
| All | -62.2% | -69.7% | +7.4% | -46.9% |
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