+51.3%
APO vs GRMN
+161.9%
-110.6%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.1% | +1.5% | +0.8% |
| 7D | +8.1% | +6.3% | +1.7% | +6.0% |
| 30D | +3.4% | +7.6% | -4.1% | +1.0% |
| 3M | -6.6% | -7.5% | +0.8% | -4.4% |
| 6M | -7.1% | +21.2% | -28.3% | -14.0% |
| YTD | -14.1% | +44.0% | -58.2% | -26.5% |
| 1Y | -4.7% | +44.7% | -49.4% | -18.6% |
| 3Y | +51.3% | +160.5% | -109.2% | +16.7% |
| All | +51.3% | +161.9% | -110.6% | +16.7% |
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