-28.3%
APTV vs GRMN
+628.7%
-657.1%
-78.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -1.1% | +0.9% | +0.5% |
| 7D | -1.7% | -0.9% | -0.9% | -1.3% |
| 30D | -11.6% | +1.2% | -12.8% | -12.4% |
| 3M | -21.2% | -8.9% | -12.3% | -17.1% |
| 6M | -28.5% | +23.0% | -51.5% | -38.5% |
| YTD | -49.1% | +41.2% | -90.3% | -60.3% |
| 1Y | -52.2% | +47.5% | -99.7% | -63.7% |
| 3Y | -48.6% | +155.8% | -204.4% | -75.9% |
| 5Y | -77.3% | +120.2% | -197.4% | -88.3% |
| All | -28.3% | +628.7% | -657.1% | -81.6% |
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 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