+122,851.5%
AAPL vs ABT
+6,741.2%
+116,110.3%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ABT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.4% | -2.1% | -2.4% |
| 7D | +0.1% | -3.7% | +3.8% | +1.3% |
| 30D | +3.0% | +2.5% | +0.5% | +2.1% |
| 3M | +2.9% | +20.2% | -17.3% | -3.5% |
| 6M | +22.1% | -2.9% | +25.0% | +22.4% |
| YTD | +18.0% | -11.9% | +29.9% | +21.7% |
| 1Y | +33.9% | -16.5% | +50.5% | +40.4% |
| 3Y | +71.2% | +12.1% | +59.1% | +60.3% |
| 5Y | +112.6% | -7.4% | +120.0% | +111.6% |
| 10Y | +1,198.8% | +210.7% | +988.1% | +806.1% |
| All | +122,851.5% | +6,741.2% | +116,110.3% | +27,520.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling