+149.6%
APA vs GRMN
+6,655.2%
-6,505.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.1% | -3.1% | -3.2% |
| 7D | +0.5% | -2.9% | +3.4% | +1.4% |
| 30D | +23.4% | -8.4% | +31.8% | +26.8% |
| 3M | +12.7% | +15.0% | -2.3% | +7.0% |
| 6M | +39.4% | +11.2% | +28.2% | +32.5% |
| YTD | +79.0% | +37.7% | +41.3% | +58.3% |
| 1Y | +88.8% | +18.5% | +70.4% | +74.8% |
| 3Y | +6.4% | +175.8% | -169.4% | -26.7% |
| 5Y | +153.0% | +75.1% | +77.9% | +100.2% |
| 10Y | +7.5% | +637.0% | -629.5% | -41.6% |
| All | +149.6% | +6,655.2% | -6,505.6% | -14.2% |
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