+20.0%
AWK vs GPN
+20.6%
-0.6%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GPN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.9% | +4.1% | +2.2% |
| 7D | +7.0% | +15.0% | -8.0% | +6.7% |
| 30D | +17.0% | +16.9% | +0.1% | +16.7% |
| 3M | +12.4% | +9.2% | +3.2% | +12.2% |
| 6M | +19.6% | +34.7% | -15.1% | +20.3% |
| YTD | +17.0% | +25.4% | -8.4% | +19.1% |
| 1Y | +20.0% | +21.7% | -1.7% | +23.0% |
| All | +20.0% | +20.6% | -0.6% | +23.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GPN.
Daily Out/Under-Performance
Portfolio return minus GPN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GPN 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 GPN 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