+101.8%
APA vs GRMN
+44.3%
+57.6%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.1% | +2.7% | +1.6% |
| 7D | +8.5% | -0.9% | +9.4% | +8.5% |
| 30D | +2.8% | +1.2% | +1.6% | +3.0% |
| 3M | +21.7% | -8.9% | +30.6% | +22.2% |
| 6M | +32.6% | +23.0% | +9.6% | +34.0% |
| YTD | +103.7% | +41.2% | +62.5% | +89.3% |
| 1Y | +101.8% | +47.5% | +54.3% | +80.5% |
| All | +101.8% | +44.3% | +57.6% | +80.5% |
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