+562.3%
KR vs GRMN
+6,536.9%
-5,974.7%
-58.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.3% | -0.1% | -1.2% |
| 7D | -3.1% | -1.4% | -1.7% | -2.9% |
| 30D | +0.6% | -13.1% | +13.7% | +2.2% |
| 3M | -9.8% | +14.9% | -24.7% | -11.4% |
| 6M | -22.1% | +13.1% | -35.2% | -23.5% |
| YTD | -8.1% | +35.3% | -43.4% | -11.7% |
| 1Y | -14.7% | +16.0% | -30.6% | -16.7% |
| 3Y | +28.6% | +179.6% | -151.0% | +10.5% |
| 5Y | +36.4% | +75.0% | -38.6% | +23.4% |
| 10Y | +120.8% | +644.1% | -523.4% | +63.2% |
| All | +562.3% | +6,536.9% | -5,974.7% | +281.6% |
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