+8.3%
APA vs GRMN
+184.1%
-175.7%
-66.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.1% | -3.2% |
| 7D | +0.5% | -2.9% | +3.4% | +1.2% |
| 30D | +23.4% | -8.4% | +31.8% | +26.1% |
| 3M | +12.7% | +15.0% | -2.3% | +8.0% |
| 6M | +39.4% | +11.2% | +28.2% | +34.0% |
| YTD | +79.0% | +37.7% | +41.3% | +59.2% |
| 1Y | +88.8% | +18.5% | +70.4% | +76.3% |
| All | +8.3% | +184.1% | -175.7% | -10.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling