+152.5%
ADBE vs AR
+45.1%
+107.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -0.8% | -2.6% | -3.4% |
| 7D | -10.1% | -1.8% | -8.2% | -10.0% |
| 30D | -3.0% | +12.6% | -15.6% | -3.8% |
| 3M | +5.0% | +10.0% | -5.0% | +4.2% |
| 6M | -9.3% | +0.6% | -9.9% | -9.5% |
| YTD | -26.5% | +13.4% | -39.9% | -27.3% |
| 1Y | -28.3% | +21.7% | -50.0% | -29.5% |
| 3Y | -54.1% | +45.8% | -99.9% | -55.8% |
| 5Y | -61.2% | +144.3% | -205.5% | -63.9% |
| 10Y | +152.5% | +41.8% | +110.7% | +164.7% |
| All | +152.5% | +45.1% | +107.4% | +164.7% |
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