+174.1%
APA vs GRMN
+7,095.1%
-6,920.9%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +1.8% | +1.8% | +3.0% |
| 7D | +5.1% | +1.7% | +3.4% | +4.5% |
| 30D | +0.3% | +10.2% | -9.9% | -3.1% |
| 3M | +15.6% | -4.7% | +20.4% | +16.6% |
| 6M | +28.9% | +22.3% | +6.6% | +19.1% |
| YTD | +96.6% | +46.7% | +49.9% | +69.4% |
| 1Y | +95.5% | +49.6% | +45.9% | +67.3% |
| 3Y | +41.8% | +165.3% | -123.5% | -1.2% |
| 5Y | +85.4% | +130.3% | -44.9% | +33.9% |
| 10Y | +4.5% | +658.0% | -653.5% | -44.2% |
| All | +174.1% | +7,095.1% | -6,920.9% | -8.2% |
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