-8.9%
JD vs GSK
+9.8%
-18.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.1% | -1.4% | -1.3% |
| 7D | -4.0% | +0.5% | -4.5% | -4.1% |
| 30D | +2.7% | +9.4% | -6.8% | +1.1% |
| 3M | -13.0% | +1.6% | -14.6% | -13.3% |
| 6M | -12.7% | +1.3% | -14.0% | -13.2% |
| YTD | -0.8% | +6.0% | -6.8% | -3.6% |
| 1Y | -8.9% | +9.1% | -18.0% | -12.7% |
| All | -8.9% | +9.8% | -18.7% | -12.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling