+21.3%
KWEB vs GRMN
+899.9%
-878.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.3% | -1.0% | -1.8% |
| 7D | -3.6% | -1.4% | -2.2% | -3.1% |
| 30D | -14.9% | -13.1% | -1.8% | -10.3% |
| 3M | -5.4% | +14.9% | -20.4% | -11.0% |
| 6M | -18.9% | +13.1% | -32.0% | -23.3% |
| YTD | -27.2% | +35.3% | -62.5% | -36.2% |
| 1Y | -34.2% | +16.0% | -50.2% | -39.0% |
| 3Y | +0.6% | +179.6% | -179.0% | -39.8% |
| 5Y | -43.5% | +75.0% | -118.5% | -59.4% |
| 10Y | -20.6% | +644.1% | -664.7% | -67.6% |
| All | +21.3% | +899.9% | -878.6% | -56.1% |
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