+137.0%
APO vs GRMN
+76.7%
+60.3%
-42.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +9.8% |
| 3M | +3.8% | +17.7% | -14.0% | -5.5% |
| 6M | +22.3% | +14.2% | +8.1% | +12.4% |
| YTD | -7.8% | +37.0% | -44.8% | -23.6% |
| 1Y | -0.3% | +17.0% | -17.3% | -10.9% |
| 3Y | +57.1% | +183.2% | -126.1% | -22.7% |
| 5Y | +137.0% | +77.3% | +59.7% | +40.3% |
| All | +137.0% | +76.7% | +60.3% | +40.3% |
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 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