+38.1%
ABBV vs APH
+15.1%
+23.0%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +8.2% | -7.5% | +0.7% |
| 7D | +1.5% | +1.1% | +0.5% | +1.5% |
| 30D | +6.7% | -7.5% | +14.2% | +6.7% |
| 3M | +19.9% | -4.4% | +24.4% | +19.8% |
| 6M | +47.5% | +26.5% | +21.0% | +43.5% |
| YTD | +32.2% | +20.0% | +12.2% | +31.7% |
| All | +38.1% | +15.1% | +23.0% | +36.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APH.
Daily Out/Under-Performance
Portfolio return minus APH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APH 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 APH 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