+908.2%
APO vs GRMN
+646.1%
+262.2%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.4% | -2.3% |
| 7D | -4.9% | -1.8% | -3.1% | -3.9% |
| 30D | -8.4% | -12.1% | +3.7% | -1.7% |
| 3M | -2.1% | +18.0% | -20.0% | -12.5% |
| 6M | +19.2% | +13.7% | +5.5% | +7.9% |
| YTD | -10.5% | +35.3% | -45.8% | -27.6% |
| 1Y | -2.7% | +17.2% | -20.0% | -15.0% |
| 3Y | +52.5% | +179.6% | -127.1% | -28.9% |
| 5Y | +132.1% | +75.6% | +56.5% | +46.0% |
| All | +908.2% | +646.1% | +262.2% | +194.0% |
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