+177.9%
KO vs ADBE
+150.9%
+27.0%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ADBE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.4% | +2.7% | +0.6% |
| 7D | -1.1% | -12.9% | +11.8% | +0.8% |
| 30D | +1.6% | -5.6% | +7.2% | +2.3% |
| 3M | +5.8% | +6.6% | -0.9% | +4.4% |
| 6M | +14.3% | -9.6% | +23.8% | +15.0% |
| YTD | +27.3% | -28.9% | +56.2% | +32.5% |
| 1Y | +33.2% | -28.9% | +62.1% | +38.4% |
| 3Y | +64.5% | -55.6% | +120.1% | +80.2% |
| 5Y | +83.1% | -62.2% | +145.4% | +102.4% |
| All | +177.9% | +150.9% | +27.0% | +102.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling