+1,118.6%
ABBV vs KKR
+941.5%
+177.0%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.9% | -1.1% | -2.6% |
| 7D | -4.3% | -0.6% | -3.7% | -4.2% |
| 30D | +1.1% | +3.0% | -1.9% | +0.4% |
| 3M | +12.3% | +13.6% | -1.3% | +9.1% |
| 6M | +9.8% | +16.2% | -6.4% | +5.8% |
| YTD | +11.5% | -16.6% | +28.0% | +14.1% |
| 1Y | +22.3% | -23.2% | +45.5% | +27.0% |
| 3Y | +85.2% | +71.7% | +13.4% | +53.3% |
| 5Y | +170.8% | +74.8% | +96.0% | +113.1% |
| 10Y | +485.4% | +711.6% | -226.1% | +175.2% |
| All | +1,118.6% | +941.5% | +177.0% | +406.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 all: compounded portfolio wealth divided by compounded KKR 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…
all analysis · Full analysis span regression · 6 months rolling