-59.8%
ADBE vs KEY
+41.9%
-101.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | +0.3% | -7.0% | -6.8% |
| 7D | -8.6% | +2.2% | -10.8% | -9.1% |
| 30D | +2.8% | -3.0% | +5.8% | +3.4% |
| 3M | +3.1% | +3.3% | -0.2% | +2.0% |
| 6M | -2.4% | +9.2% | -11.6% | -5.0% |
| YTD | -23.9% | +10.6% | -34.5% | -26.3% |
| 1Y | -22.6% | +20.4% | -43.0% | -26.8% |
| 3Y | -52.7% | +121.8% | -174.5% | -62.4% |
| All | -59.8% | +41.9% | -101.7% | -62.4% |
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