+91.3%
ABBV vs KR
+33.5%
+57.9%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.7% | -1.9% | +0.5% |
| 7D | +0.3% | -0.2% | +0.4% | +0.3% |
| 30D | +3.4% | +5.1% | -1.7% | +2.8% |
| 3M | +15.2% | -8.2% | +23.4% | +16.1% |
| 6M | +14.7% | -18.0% | +32.7% | +16.7% |
| YTD | +15.2% | -4.8% | +20.0% | +15.5% |
| 1Y | +20.4% | -11.0% | +31.4% | +21.5% |
| 3Y | +91.3% | +37.7% | +53.7% | +84.4% |
| All | +91.3% | +33.5% | +57.9% | +84.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 3y: compounded portfolio wealth divided by compounded KR 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…
3y analysis · Full analysis span regression · 6 months rolling