+1,278.0%
AAPL vs ABT
+201.3%
+1,076.7%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.4% | +3.1% | +2.4% |
| 7D | +3.8% | -5.9% | +9.7% | +6.9% |
| 30D | +9.9% | -8.1% | +18.0% | +14.3% |
| 3M | +12.5% | +14.5% | -2.0% | +4.3% |
| 6M | +27.6% | -6.3% | +33.9% | +30.5% |
| YTD | +22.6% | -17.1% | +39.7% | +32.8% |
| 1Y | +45.0% | -21.4% | +66.3% | +61.1% |
| 3Y | +87.8% | +5.9% | +81.8% | +70.7% |
| 5Y | +128.7% | -12.8% | +141.4% | +131.1% |
| All | +1,278.0% | +201.3% | +1,076.7% | +680.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ABT.
Daily Out/Under-Performance
Portfolio return minus ABT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABT 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 ABT 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