+10,670.9%
APH vs GRMN
+6,655.2%
+4,015.7%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-04.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | +5.0% | -2.9% | +7.8% | +5.9% |
| 30D | -3.9% | -8.4% | +4.6% | -1.1% |
| 3M | +13.0% | +15.0% | -2.0% | +7.3% |
| 6M | +25.2% | +11.2% | +13.9% | +20.1% |
| YTD | +22.9% | +37.7% | -14.8% | +9.6% |
| 1Y | +47.8% | +18.5% | +29.4% | +37.8% |
| 3Y | +283.0% | +175.8% | +107.2% | +163.0% |
| 5Y | +349.7% | +75.1% | +274.6% | +255.4% |
| 10Y | +1,061.2% | +637.0% | +424.2% | +490.4% |
| All | +10,670.9% | +6,655.2% | +4,015.7% | +2,564.8% |
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 1990-01-01 to 2026-09-04: 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…
1990-01-01 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling