-64.1%
ADBE vs KEY
+11.7%
-75.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +1.5% |
| 3M | -8.0% | -7.1% | -0.9% | -6.4% |
| 6M | -4.3% | -4.4% | 0.0% | -3.7% |
| YTD | -31.6% | +4.0% | -35.6% | -32.9% |
| 1Y | -26.9% | +23.4% | -50.3% | -31.4% |
| 3Y | -57.7% | +113.9% | -171.6% | -66.1% |
| All | -64.1% | +11.7% | -75.7% | -64.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling