+170.8%
ABBV vs APO
+134.3%
+36.5%
-21.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.4% | -1.6% | -2.9% |
| 7D | -4.3% | +0.1% | -4.4% | -4.3% |
| 30D | +1.1% | +3.9% | -2.8% | +0.9% |
| 3M | +12.3% | +3.8% | +8.6% | +12.0% |
| 6M | +9.8% | +22.3% | -12.5% | +8.1% |
| YTD | +11.5% | -7.8% | +19.3% | +11.8% |
| 1Y | +22.3% | -0.3% | +22.6% | +21.7% |
| 3Y | +85.2% | +57.1% | +28.0% | +75.9% |
| 5Y | +170.8% | +137.0% | +33.9% | +135.8% |
| All | +170.8% | +134.3% | +36.5% | +135.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling