+122,851.5%
AAPL vs GSK
+1,705.8%
+121,145.7%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -1.9% | -0.6% | -1.9% |
| 7D | +0.1% | -1.8% | +1.9% | +0.7% |
| 30D | +3.0% | -2.2% | +5.1% | +3.7% |
| 3M | +2.9% | -1.8% | +4.7% | +3.3% |
| 6M | +22.1% | -10.6% | +32.7% | +26.2% |
| YTD | +18.0% | +4.4% | +13.6% | +15.6% |
| 1Y | +33.9% | +30.4% | +3.5% | +21.4% |
| 3Y | +71.2% | +60.1% | +11.1% | +41.8% |
| 5Y | +112.6% | +46.8% | +65.8% | +78.9% |
| 10Y | +1,198.8% | +79.2% | +1,119.6% | +912.7% |
| All | +122,851.5% | +1,705.8% | +121,145.7% | +39,227.9% |
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