+942.0%
APA vs GSK
+1,731.5%
-789.5%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -1.2% | +4.8% | +3.9% |
| 7D | +5.1% | -1.1% | +6.1% | +5.3% |
| 30D | +0.3% | +7.8% | -7.6% | -2.0% |
| 3M | +15.6% | +0.3% | +15.3% | +15.1% |
| 6M | +28.9% | +3.4% | +25.5% | +26.8% |
| YTD | +96.6% | +5.9% | +90.6% | +90.3% |
| 1Y | +95.5% | +8.2% | +87.3% | +88.1% |
| 3Y | +41.8% | +65.3% | -23.5% | +18.1% |
| 5Y | +85.4% | +43.3% | +42.1% | +59.6% |
| 10Y | +4.5% | +102.9% | -98.3% | -17.6% |
| All | +942.0% | +1,731.5% | -789.5% | +571.4% |
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