-57.7%
ADBE vs KEY
+106.2%
-163.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.5% | -2.4% | -2.8% |
| 7D | -4.4% | -1.3% | -3.1% | -4.1% |
| 30D | +2.8% | +5.1% | -2.3% | +1.7% |
| 3M | -8.0% | -7.1% | -0.9% | -6.7% |
| 6M | -4.3% | -4.4% | 0.0% | -3.8% |
| YTD | -31.6% | +4.0% | -35.6% | -32.9% |
| 1Y | -26.9% | +23.4% | -50.3% | -31.3% |
| 3Y | -57.7% | +113.9% | -171.6% | -61.8% |
| All | -57.7% | +106.2% | -163.9% | -61.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 3y: compounded portfolio wealth divided by compounded KEY 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…
3y analysis · Full analysis span regression · 6 months rolling