+161.3%
APA vs GRMN
+7,042.9%
-6,881.6%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.4% | -0.9% |
| 7D | -8.7% | +6.4% | -15.1% | -10.7% |
| 30D | -2.4% | +8.7% | -11.1% | -5.4% |
| 3M | +19.0% | -5.8% | +24.8% | +20.4% |
| 6M | +26.8% | +22.5% | +4.3% | +17.1% |
| YTD | +87.3% | +45.6% | +41.7% | +61.8% |
| 1Y | +92.3% | +47.5% | +44.8% | +65.3% |
| 3Y | +37.3% | +166.2% | -129.0% | -4.5% |
| 5Y | +73.2% | +124.1% | -50.9% | +26.1% |
| 10Y | -0.9% | +668.0% | -668.9% | -47.2% |
| All | +161.3% | +7,042.9% | -6,881.6% | -12.3% |
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