+490.3%
ABBV vs APO
+961.5%
-471.2%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.6% | +1.5% | +1.0% |
| 7D | -4.1% | -1.0% | -3.1% | -4.0% |
| 30D | +1.2% | -0.4% | +1.6% | +1.2% |
| 3M | +12.1% | -0.9% | +13.0% | +11.9% |
| 6M | +12.0% | +22.1% | -10.1% | +7.6% |
| YTD | +12.4% | -8.4% | +20.8% | +13.0% |
| 1Y | +22.9% | -0.9% | +23.9% | +21.4% |
| 3Y | +86.8% | +56.1% | +30.6% | +64.0% |
| 5Y | +181.0% | +136.0% | +45.0% | +117.3% |
| All | +490.3% | +961.5% | -471.2% | +210.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling