+742.4%
AXTI vs ABBV
+185.3%
+557.2%
-88.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.1% | +1.6% | -7.7% | -6.0% |
| 7D | +15.1% | -2.0% | +17.1% | +15.1% |
| 30D | -12.3% | +2.0% | -14.3% | -12.3% |
| 3M | -24.1% | +14.2% | -38.3% | -25.7% |
| 6M | +46.0% | +14.1% | +32.0% | +42.8% |
| YTD | +295.7% | +14.2% | +281.5% | +286.4% |
| 1Y | +1,825.6% | +24.2% | +1,801.4% | +1,743.2% |
| 3Y | +2,630.0% | +89.8% | +2,540.2% | +2,493.9% |
| All | +742.4% | +185.3% | +557.2% | +669.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ABBV.
Daily Out/Under-Performance
Portfolio return minus ABBV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ABBV 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 ABBV 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