+10.3%
GLXY vs JAAA
+6.9%
+3.4%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.0% | 0.0% | -7.0% | -7.3% |
| 7D | +4.5% | +0.1% | +4.4% | +3.0% |
| 30D | +28.8% | +0.5% | +28.4% | +20.8% |
| 3M | -23.0% | +1.2% | -24.3% | -36.3% |
| 6M | +17.0% | +2.7% | +14.3% | -24.2% |
| YTD | +12.5% | +3.2% | +9.3% | -25.4% |
| 1Y | -5.4% | +4.8% | -10.2% | -36.4% |
| All | +10.3% | +6.9% | +3.4% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 3y: compounded portfolio wealth divided by compounded JAAA 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…
3y analysis · Full analysis span regression · 6 months rolling