+136,904.1%
AAPL vs GSK
+1,742.6%
+135,161.6%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.2% |
| 7D | +4.1% | +1.1% | +3.0% | +3.7% |
| 30D | +4.0% | +6.3% | -2.4% | +1.8% |
| 3M | +16.8% | +1.8% | +15.0% | +15.9% |
| 6M | +19.4% | +1.7% | +17.7% | +18.3% |
| YTD | +31.5% | +6.5% | +25.0% | +27.8% |
| 1Y | +31.0% | +9.5% | +21.5% | +26.0% |
| 3Y | +95.3% | +65.3% | +30.0% | +60.1% |
| 5Y | +143.4% | +43.7% | +99.6% | +106.2% |
| 10Y | +1,330.5% | +104.1% | +1,226.4% | +968.2% |
| All | +136,904.1% | +1,742.6% | +135,161.6% | +43,358.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling