+18.6%
GLXY vs JAAA
+6.9%
+11.8%
-60.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | 0.0% | +2.7% | +2.7% |
| 7D | +15.5% | +0.1% | +15.4% | +13.8% |
| 30D | +34.1% | +0.5% | +33.7% | +25.7% |
| 3M | -11.3% | +1.2% | -12.5% | -26.2% |
| 6M | +31.6% | +2.8% | +28.8% | -16.4% |
| YTD | +21.0% | +3.2% | +17.8% | -19.5% |
| 1Y | +11.7% | +4.8% | +6.8% | -24.4% |
| All | +18.6% | +6.9% | +11.8% | -7.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling