+146.5%
ASX vs GSK
+14.9%
+131.6%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +5.0% | -9.0% | -2.4% |
| 7D | -14.6% | +4.9% | -19.5% | -13.2% |
| 30D | -21.1% | +9.9% | -31.0% | -19.1% |
| 3M | -3.1% | +0.2% | -3.2% | -1.5% |
| 6M | +17.4% | +2.3% | +15.0% | +18.7% |
| YTD | +135.3% | +7.1% | +128.3% | +137.5% |
| 1Y | +146.5% | +13.1% | +133.4% | +146.1% |
| All | +146.5% | +14.9% | +131.6% | +146.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling