-24.4%
KVUE vs GRMN
+188.7%
-213.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -6.1% | -1.8% | -4.3% | -5.9% |
| 30D | -5.6% | -12.1% | +6.5% | -4.2% |
| 3M | -0.3% | +18.0% | -18.3% | -2.6% |
| 6M | +1.4% | +13.7% | -12.4% | -0.6% |
| YTD | +6.7% | +35.3% | -28.6% | +2.4% |
| 1Y | +1.0% | +17.2% | -16.3% | -1.6% |
| 3Y | -5.4% | +179.6% | -185.0% | -22.7% |
| All | -24.4% | +188.7% | -213.1% | -37.7% |
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