+433.3%
KLAC vs ADBE
-62.0%
+495.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.4% | +0.6% | +1.5% |
| 7D | -2.7% | -5.4% | +2.7% | -0.9% |
| 30D | -13.2% | -2.5% | -10.6% | -13.1% |
| 3M | -25.0% | +15.3% | -40.3% | -31.3% |
| 6M | +23.6% | -7.8% | +31.4% | +22.3% |
| YTD | +49.2% | -27.9% | +77.1% | +65.7% |
| 1Y | +89.3% | -28.0% | +117.4% | +108.7% |
| 3Y | +274.4% | -55.3% | +329.7% | +411.3% |
| All | +433.3% | -62.0% | +495.3% | +620.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ADBE.
Daily Out/Under-Performance
Portfolio return minus ADBE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADBE 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 ADBE 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