+276.0%
APH vs GRMN
+165.7%
+110.3%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.3% |
| 7D | +0.4% | +1.7% | -1.3% | 0.0% |
| 30D | -8.0% | +10.2% | -18.2% | -10.7% |
| 3M | -5.0% | -4.7% | -0.3% | -4.0% |
| 6M | +29.9% | +22.3% | +7.6% | +22.0% |
| YTD | +18.0% | +46.7% | -28.7% | +5.4% |
| 1Y | +11.3% | +49.6% | -38.3% | -1.1% |
| All | +276.0% | +165.7% | +110.3% | +190.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling