+24.1%
ABBV vs APO
+1.9%
+22.3%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.5% |
| 7D | +0.4% | -1.0% | +1.4% | +0.3% |
| 30D | +4.2% | +3.5% | +0.7% | +4.5% |
| 3M | +14.8% | +4.5% | +10.3% | +15.5% |
| 6M | +10.3% | +22.8% | -12.5% | +11.9% |
| YTD | +14.9% | -6.5% | +21.4% | +14.7% |
| 1Y | +24.1% | +0.8% | +23.3% | +22.9% |
| All | +24.1% | +1.9% | +22.3% | +22.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 APO 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