+22.2%
ABBV vs APA
+112.9%
-90.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.0% | -2.1% | +0.9% |
| 7D | -4.1% | +0.3% | -4.4% | -4.1% |
| 30D | +1.2% | +9.3% | -8.1% | +1.2% |
| 3M | +12.1% | +23.3% | -11.2% | +12.1% |
| 6M | +12.0% | +39.5% | -27.5% | +12.5% |
| YTD | +12.4% | +87.6% | -75.2% | +13.7% |
| All | +22.2% | +112.9% | -90.6% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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