+32,991.5%
GILD vs APD
+3,370.2%
+29,621.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.5% |
| 7D | -4.8% | -3.3% | -1.6% | -3.8% |
| 30D | +5.8% | -4.2% | +9.9% | +7.2% |
| 3M | +14.9% | +5.4% | +9.5% | +12.5% |
| 6M | -0.4% | +6.3% | -6.6% | -2.9% |
| YTD | +18.5% | +20.3% | -1.8% | +10.6% |
| 1Y | +25.1% | +1.6% | +23.5% | +23.0% |
| 3Y | +105.9% | +4.0% | +101.9% | +95.9% |
| 5Y | +143.0% | +23.3% | +119.7% | +114.8% |
| 10Y | +162.4% | +165.6% | -3.2% | +70.1% |
| All | +32,991.5% | +3,370.2% | +29,621.3% | +7,687.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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