-22.5%
ACHR vs GSK
+65.8%
-88.3%
-72.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +0.5% | -7.5% | -6.9% |
| 7D | -9.2% | +1.1% | -10.4% | -9.2% |
| 30D | -1.0% | +6.3% | -7.3% | -1.0% |
| 3M | -42.2% | +1.8% | -44.0% | -42.1% |
| 6M | -38.2% | +1.7% | -39.8% | -38.4% |
| YTD | -46.4% | +6.5% | -53.0% | -46.7% |
| 1Y | -49.4% | +9.5% | -58.9% | -49.8% |
| 3Y | -22.5% | +65.3% | -87.8% | -22.1% |
| All | -22.5% | +65.8% | -88.3% | -22.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling