-26.3%
APH vs GILD
+36.9%
-63.3%
-53.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GILD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | +3.2% | -51.0% | -47.1% |
| 7D | -48.7% | +1.4% | -50.1% | -48.0% |
| 30D | -51.9% | +14.6% | -66.5% | -51.2% |
| 3M | -43.6% | +17.7% | -61.2% | -42.8% |
| 6M | -37.5% | +3.1% | -40.7% | -35.8% |
| YTD | -38.6% | +24.5% | -63.2% | -36.7% |
| 1Y | -26.3% | +37.4% | -63.7% | -23.4% |
| All | -26.3% | +36.9% | -63.3% | -23.4% |
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