+249.2%
ASX vs GSK
+26.4%
+222.8%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.1% | -2.7% | +8.8% | +5.9% |
| 7D | +6.3% | -4.2% | +10.5% | +6.1% |
| 30D | +6.4% | -7.5% | +13.9% | +6.2% |
| 3M | +13.1% | -3.3% | +16.4% | +12.4% |
| 6M | +90.3% | -9.3% | +99.6% | +91.5% |
| YTD | +149.6% | +1.6% | +148.0% | +148.1% |
| 1Y | +249.2% | +25.5% | +223.7% | +245.9% |
| All | +249.2% | +26.4% | +222.8% | +245.9% |
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