-42.7%
ACHR vs GSK
+71.6%
-114.3%
-90.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.1% | -0.6% |
| 7D | -0.7% | -1.8% | +1.1% | -0.5% |
| 30D | +9.8% | -2.2% | +12.0% | +10.1% |
| 3M | -10.5% | -1.8% | -8.7% | -10.7% |
| 6M | -15.5% | -10.6% | -4.9% | -14.3% |
| YTD | -24.1% | +4.4% | -28.5% | -25.2% |
| 1Y | -32.4% | +30.4% | -62.8% | -36.3% |
| 3Y | -11.6% | +60.1% | -71.7% | -21.7% |
| 5Y | -42.9% | +46.8% | -89.7% | -50.4% |
| All | -42.7% | +71.6% | -114.3% | -49.6% |
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