+16.4%
APH vs GILD
+45.2%
-28.8%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +4.2% | -10.3% | -5.8% |
| 7D | -2.4% | +9.6% | -12.0% | -1.9% |
| 30D | -9.5% | +20.6% | -30.1% | -9.0% |
| 3M | -7.6% | +29.7% | -37.4% | -7.0% |
| 6M | +12.4% | +33.1% | -20.7% | +13.4% |
| YTD | +17.5% | +44.7% | -27.2% | +18.5% |
| 1Y | +16.4% | +45.4% | -29.0% | +17.4% |
| All | +16.4% | +45.2% | -28.8% | +17.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GILD.
Daily Out/Under-Performance
Portfolio return minus GILD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GILD 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 1y: compounded portfolio wealth divided by compounded GILD 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…
1y analysis · Full analysis span regression · 6 months rolling