+499.9%
ABBV vs APO
+936.6%
-436.7%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.3% | +4.0% | +2.0% |
| 7D | -2.0% | -4.9% | +2.9% | -1.2% |
| 30D | +2.0% | -8.4% | +10.4% | +3.3% |
| 3M | +14.2% | -2.1% | +16.2% | +14.1% |
| 6M | +14.1% | +19.2% | -5.2% | +10.0% |
| YTD | +14.2% | -10.5% | +24.8% | +15.2% |
| 1Y | +24.2% | -2.7% | +26.9% | +23.0% |
| 3Y | +89.8% | +52.5% | +37.3% | +67.3% |
| 5Y | +187.2% | +132.1% | +55.1% | +122.4% |
| All | +499.9% | +936.6% | -436.7% | +216.5% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling