+44.5%
AAPL vs ABBV
+25.1%
+19.5%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.6% | +1.9% | +3.4% |
| 7D | -0.5% | -2.0% | +1.5% | -0.3% |
| 30D | +7.1% | +2.0% | +5.1% | +7.0% |
| 3M | +12.1% | +14.2% | -2.1% | +12.2% |
| 6M | +25.4% | +14.1% | +11.4% | +25.5% |
| YTD | +20.5% | +14.2% | +6.2% | +20.8% |
| 1Y | +44.5% | +24.2% | +20.3% | +45.2% |
| All | +44.5% | +25.1% | +19.5% | +45.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ABBV.
Daily Out/Under-Performance
Portfolio return minus ABBV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABBV 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 1y: compounded portfolio wealth divided by compounded ABBV 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…
1y analysis · Full analysis span regression · 6 months rolling