+44.5%
AAPL vs GSK
+22.9%
+21.6%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.0% | +4.6% | +3.8% |
| 7D | -0.5% | -5.4% | +4.9% | +0.7% |
| 30D | +7.1% | -4.6% | +11.7% | +8.2% |
| 3M | +12.1% | -5.1% | +17.2% | +13.3% |
| 6M | +25.4% | -11.4% | +36.9% | +28.2% |
| YTD | +20.5% | +0.7% | +19.7% | +21.4% |
| 1Y | +44.5% | +23.0% | +21.5% | +46.5% |
| All | +44.5% | +22.9% | +21.6% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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