+3,433.5%
ASX vs GSK
+172.9%
+3,260.6%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.1% | -4.1% | -4.1% |
| 7D | +22.1% | +0.5% | +21.7% | +21.9% |
| 30D | -23.8% | +9.4% | -33.2% | -26.9% |
| 3M | -7.6% | +1.6% | -9.2% | -9.2% |
| 6M | +6.9% | +1.3% | +5.6% | +4.2% |
| YTD | +127.7% | +6.0% | +121.7% | +116.4% |
| 1Y | +144.5% | +9.1% | +135.5% | +129.4% |
| 3Y | +377.8% | +65.4% | +312.4% | +260.1% |
| 5Y | +498.2% | +43.0% | +455.2% | +371.2% |
| 10Y | +962.7% | +103.1% | +859.7% | +597.7% |
| All | +3,433.5% | +172.9% | +3,260.6% | +1,707.9% |
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 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