+27.5%
GSK vs AHR
+356.1%
-328.6%
-28.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.2% |
| 7D | -3.5% | -2.1% | -1.4% | -3.2% |
| 30D | -3.4% | +1.9% | -5.3% | -3.7% |
| 3M | -8.1% | +15.7% | -23.8% | -9.8% |
| 6M | -11.1% | +2.5% | -13.6% | -11.6% |
| YTD | +0.7% | +15.0% | -14.3% | -1.2% |
| 1Y | +20.1% | +28.1% | -8.0% | +15.7% |
| All | +27.5% | +356.1% | -328.6% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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