+178.7%
GSK vs AU
+789.2%
-610.5%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-09.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.6% | -0.5% | +0.1% |
| 7D | -3.6% | +0.6% | -4.2% | -3.6% |
| 30D | -5.9% | +12.3% | -18.2% | -6.7% |
| 3M | -4.3% | +29.4% | -33.6% | -6.0% |
| 6M | -10.8% | +3.2% | -14.0% | -11.4% |
| YTD | +1.8% | +31.8% | -30.0% | -0.7% |
| 1Y | +23.5% | +83.4% | -59.9% | +17.7% |
| 3Y | +49.5% | +623.1% | -573.6% | +29.1% |
| 5Y | +49.7% | +700.5% | -650.8% | +27.0% |
| 10Y | +81.9% | +717.6% | -635.6% | +49.5% |
| All | +178.7% | +789.2% | -610.5% | +112.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 1990-01-01 to 2026-09-09: compounded portfolio wealth divided by compounded AU 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…
1990-01-01 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling