+18.5%
KEY vs GRMN
+17.9%
+0.6%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.5% | -1.3% | -1.7% |
| 7D | +2.7% | +0.2% | +2.5% | +2.7% |
| 30D | -3.2% | -11.3% | +8.1% | -0.9% |
| 3M | +1.0% | +17.7% | -16.8% | -3.3% |
| 6M | +11.9% | +14.2% | -2.3% | +7.7% |
| YTD | +8.7% | +37.0% | -28.3% | 0.0% |
| 1Y | +18.5% | +17.0% | +1.5% | +13.2% |
| All | +18.5% | +17.9% | +0.6% | +13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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