+104.3%
KEY vs GRMN
+6,655.2%
-6,550.9%
-87.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.1% | +0.3% | +0.3% |
| 7D | +2.2% | -2.9% | +5.1% | +3.3% |
| 30D | -3.0% | -8.4% | +5.4% | +0.1% |
| 3M | +3.3% | +15.0% | -11.7% | -2.9% |
| 6M | +9.2% | +11.2% | -2.0% | +3.7% |
| YTD | +10.6% | +37.7% | -27.0% | -3.4% |
| 1Y | +20.4% | +18.5% | +1.9% | +10.7% |
| 3Y | +121.8% | +175.8% | -54.0% | +45.7% |
| 5Y | +41.1% | +75.1% | -34.0% | +8.6% |
| 10Y | +168.5% | +637.0% | -468.5% | +28.3% |
| All | +104.3% | +6,655.2% | -6,550.9% | -44.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling