+167.7%
APA vs GRMN
+77.9%
+89.7%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.5% | +2.3% | +2.0% |
| 7D | -1.7% | +0.2% | -1.9% | -1.8% |
| 30D | +15.7% | -11.3% | +27.1% | +20.3% |
| 3M | +16.5% | +17.7% | -1.3% | +9.3% |
| 6M | +35.1% | +14.2% | +20.9% | +26.9% |
| YTD | +82.2% | +37.0% | +45.2% | +58.2% |
| 1Y | +102.5% | +17.0% | +85.5% | +86.6% |
| 3Y | +10.3% | +183.2% | -172.9% | -31.3% |
| All | +167.7% | +77.9% | +89.7% | +115.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling