+127.4%
ADBE vs AR
+52.4%
+75.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.3% | -5.4% | -1.4% |
| 7D | -3.8% | -5.8% | +1.9% | -3.5% |
| 30D | -2.3% | +4.8% | -7.1% | -2.7% |
| 3M | -13.3% | +1.5% | -14.8% | -13.5% |
| 6M | -6.5% | +4.7% | -11.2% | -6.9% |
| YTD | -32.4% | +9.2% | -41.6% | -33.0% |
| 1Y | -28.0% | +11.2% | -39.2% | -28.8% |
| 3Y | -60.4% | +46.2% | -106.6% | -61.9% |
| 5Y | -63.4% | +98.1% | -161.5% | -65.5% |
| 10Y | +127.4% | +54.5% | +72.9% | +126.9% |
| All | +127.4% | +52.4% | +75.0% | +126.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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