-2.6%
APA vs GSK
+80.2%
-82.8%
-93.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.2% | +2.8% | +2.9% |
| 7D | +0.3% | -3.6% | +3.9% | +1.6% |
| 30D | +9.3% | -5.9% | +15.2% | +11.5% |
| 3M | +23.3% | -4.3% | +27.6% | +24.8% |
| 6M | +39.5% | -10.8% | +50.3% | +43.6% |
| YTD | +87.6% | +1.8% | +85.8% | +82.2% |
| 1Y | +114.2% | +23.5% | +90.8% | +92.0% |
| 3Y | +13.6% | +49.5% | -36.0% | -11.0% |
| 5Y | +175.6% | +49.7% | +125.9% | +109.7% |
| 10Y | -2.6% | +81.9% | -84.6% | -29.9% |
| All | -2.6% | +80.2% | -82.8% | -29.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling