+43.2%
KO vs ABBV
+43.0%
+0.3%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ABBV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.1% | -2.0% | +0.3% |
| 7D | +4.4% | +3.1% | +1.3% | +3.7% |
| 30D | +10.7% | +11.6% | -0.9% | +7.9% |
| 3M | +11.3% | +21.7% | -10.3% | +6.5% |
| 6M | +24.0% | +43.5% | -19.5% | +16.2% |
| YTD | +39.7% | +32.9% | +6.8% | +31.7% |
| 1Y | +43.2% | +40.7% | +2.6% | +33.2% |
| All | +43.2% | +43.0% | +0.3% | +33.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling