+294.9%
APH vs GRMN
+125.4%
+169.5%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.4% |
| 7D | +0.4% | +1.7% | -1.3% | -0.1% |
| 30D | -8.0% | +10.2% | -18.2% | -11.6% |
| 3M | -5.0% | -4.7% | -0.3% | -3.7% |
| 6M | +29.9% | +22.3% | +7.6% | +19.1% |
| YTD | +18.0% | +46.7% | -28.7% | +0.5% |
| 1Y | +11.3% | +49.6% | -38.3% | -6.0% |
| 3Y | +274.9% | +165.3% | +109.6% | +128.1% |
| All | +294.9% | +125.4% | +169.5% | +155.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling