-61.4%
ADBE vs KR
+48.3%
-109.7%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.9% | -3.3% | -2.4% |
| 7D | -12.9% | -2.7% | -10.3% | -12.7% |
| 30D | -5.6% | +1.9% | -7.6% | -5.8% |
| 3M | +6.6% | -11.0% | +17.7% | +7.4% |
| 6M | -9.6% | -20.2% | +10.6% | -8.3% |
| YTD | -28.9% | -7.3% | -21.6% | -28.6% |
| 1Y | -28.9% | -13.1% | -15.8% | -28.4% |
| 3Y | -55.6% | +29.7% | -85.3% | -57.9% |
| All | -61.4% | +48.3% | -109.7% | -64.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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