+1,055.9%
APH vs GRMN
+634.0%
+421.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | +5.0% | -2.9% | +7.8% | +6.3% |
| 30D | -3.9% | -8.4% | +4.6% | 0.0% |
| 3M | +13.0% | +15.0% | -2.0% | +4.9% |
| 6M | +25.2% | +11.2% | +13.9% | +17.9% |
| YTD | +22.9% | +37.7% | -14.8% | +4.1% |
| 1Y | +47.8% | +18.5% | +29.4% | +33.3% |
| 3Y | +283.0% | +175.8% | +107.2% | +107.5% |
| 5Y | +349.7% | +75.1% | +274.6% | +210.9% |
| All | +1,055.9% | +634.0% | +421.9% | +304.0% |
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