+848.7%
APA vs GSK
+1,705.8%
-857.1%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.9% | -1.3% | -2.7% |
| 7D | +0.5% | -1.8% | +2.4% | +1.1% |
| 30D | +23.4% | -2.2% | +25.6% | +24.1% |
| 3M | +12.7% | -1.8% | +14.5% | +13.0% |
| 6M | +39.4% | -10.6% | +50.0% | +42.6% |
| YTD | +79.0% | +4.4% | +74.5% | +74.6% |
| 1Y | +88.8% | +30.4% | +58.4% | +72.6% |
| 3Y | +6.4% | +60.1% | -53.7% | -10.5% |
| 5Y | +153.0% | +46.8% | +106.2% | +116.8% |
| 10Y | +7.5% | +79.2% | -71.7% | -12.1% |
| All | +848.7% | +1,705.8% | -857.1% | +516.0% |
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