+4,910.8%
APH vs GRMN
+6,655.2%
-1,744.4%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -47.8% | -2.5% | -45.3% | -47.0% |
| 7D | -48.7% | -4.4% | -44.3% | -47.6% |
| 30D | -51.9% | -8.4% | -43.5% | -50.2% |
| 3M | -43.6% | +15.0% | -58.6% | -46.0% |
| 6M | -37.5% | +11.2% | -48.7% | -39.6% |
| YTD | -38.6% | +37.7% | -76.3% | -44.9% |
| 1Y | -26.3% | +18.5% | -44.8% | -30.8% |
| 3Y | +89.2% | +175.8% | -86.6% | +30.9% |
| 5Y | +119.8% | +75.1% | +44.7% | +75.1% |
| 10Y | +454.3% | +637.0% | -182.8% | +184.0% |
| All | +4,910.8% | +6,655.2% | -1,744.4% | +1,149.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling