+185.0%
APD vs GRMN
+655.8%
-470.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.8% |
| 7D | -0.2% | +6.3% | -6.6% | -2.5% |
| 30D | +11.0% | +7.6% | +3.5% | +7.9% |
| 3M | +2.0% | -7.5% | +9.5% | +4.5% |
| 6M | +7.1% | +21.2% | -14.2% | -1.6% |
| YTD | +29.8% | +44.0% | -14.3% | +10.3% |
| 1Y | +24.0% | +44.7% | -20.7% | +5.2% |
| 3Y | +27.2% | +160.5% | -133.4% | -22.1% |
| 5Y | +12.8% | +124.6% | -111.9% | -27.1% |
| 10Y | +185.0% | +651.6% | -466.6% | +11.5% |
| All | +185.0% | +655.8% | -470.7% | +11.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling