+132,206.3%
APH vs GSK
+678.0%
+131,528.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.9% | +2.8% | +1.4% |
| 7D | +5.0% | -1.8% | +6.8% | +5.5% |
| 30D | -3.9% | -2.2% | -1.7% | -3.4% |
| 3M | +13.0% | -1.8% | +14.8% | +12.9% |
| 6M | +25.2% | -10.6% | +35.8% | +28.5% |
| YTD | +22.9% | +4.4% | +18.5% | +19.9% |
| 1Y | +47.8% | +30.4% | +17.4% | +34.3% |
| 3Y | +283.0% | +60.1% | +223.0% | +217.9% |
| 5Y | +349.7% | +46.8% | +302.9% | +279.0% |
| 10Y | +1,061.2% | +79.2% | +982.0% | +809.7% |
| All | +132,206.3% | +678.0% | +131,528.3% | +82,085.6% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling