+57.1%
APO vs GRMN
+182.7%
-125.5%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.5% | -0.9% | -1.2% |
| 7D | +0.1% | +0.2% | -0.1% | 0.0% |
| 30D | +3.9% | -11.3% | +15.2% | +8.2% |
| 3M | +3.8% | +17.7% | -14.0% | -3.2% |
| 6M | +22.3% | +14.2% | +8.1% | +15.0% |
| YTD | -7.8% | +37.0% | -44.8% | -20.1% |
| 1Y | -0.3% | +17.0% | -17.3% | -8.4% |
| 3Y | +57.1% | +183.2% | -126.1% | -1.7% |
| All | +57.1% | +182.7% | -125.5% | -1.7% |
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