+135.1%
ABBV vs APH
+274.9%
-139.8%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.2% | +0.4% |
| 7D | +0.1% | +0.4% | -0.3% | 0.0% |
| 30D | +5.6% | -8.0% | +13.6% | +5.6% |
| 3M | +18.7% | -5.0% | +23.7% | +18.6% |
| 6M | +47.4% | +29.9% | +17.5% | +44.9% |
| YTD | +33.0% | +18.0% | +15.0% | +31.7% |
| 1Y | +34.9% | +11.3% | +23.6% | +33.7% |
| All | +135.1% | +274.9% | -139.8% | +120.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling