+1,804.4%
APO vs GRMN
+1,235.5%
+568.9%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -0.1% | -0.6% | -0.6% |
| 7D | -1.0% | -2.9% | +1.8% | +0.4% |
| 30D | +3.5% | -8.4% | +11.9% | +8.0% |
| 3M | +4.5% | +15.0% | -10.5% | -4.0% |
| 6M | +22.8% | +11.2% | +11.6% | +13.8% |
| YTD | -6.5% | +37.7% | -44.2% | -22.8% |
| 1Y | +0.8% | +18.5% | -17.6% | -10.7% |
| 3Y | +62.0% | +175.8% | -113.8% | -11.9% |
| 5Y | +138.2% | +75.1% | +63.1% | +62.2% |
| 10Y | +940.3% | +637.0% | +303.2% | +270.6% |
| All | +1,804.4% | +1,235.5% | +568.9% | +401.6% |
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