+415.3%
ASX vs GSK
+43.2%
+372.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | -0.2% | +6.6% | +6.4% |
| 7D | -19.9% | +1.7% | -21.6% | -20.0% |
| 30D | -30.9% | +7.0% | -37.9% | -31.5% |
| 3M | -15.1% | -2.7% | -12.4% | -14.9% |
| 6M | -6.5% | +1.4% | -7.9% | -7.2% |
| YTD | +98.4% | +5.3% | +93.1% | +95.3% |
| 1Y | +107.9% | +10.6% | +97.2% | +102.7% |
| 3Y | +325.3% | +62.6% | +262.7% | +278.2% |
| All | +415.3% | +43.2% | +372.1% | +359.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling