+3,552.3%
ASX vs GSK
+168.9%
+3,383.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +1.0% |
| 7D | -0.7% | -1.8% | +1.1% | 0.0% |
| 30D | +2.0% | -2.2% | +4.2% | +2.6% |
| 3M | -1.3% | -1.8% | +0.5% | -1.6% |
| 6M | +71.4% | -10.6% | +82.0% | +77.3% |
| YTD | +135.3% | +4.4% | +130.9% | +126.9% |
| 1Y | +267.5% | +30.4% | +237.1% | +220.0% |
| 3Y | +388.5% | +60.1% | +328.4% | +275.2% |
| 5Y | +417.1% | +46.8% | +370.3% | +304.5% |
| 10Y | +872.7% | +79.2% | +793.5% | +581.2% |
| All | +3,552.3% | +168.9% | +3,383.4% | +1,796.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling