-77.2%
APTV vs GRMN
+119.4%
-196.7%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.1% | -0.2% |
| 7D | -5.0% | -0.1% | -4.9% | -5.0% |
| 30D | -12.3% | +3.5% | -15.8% | -14.0% |
| 3M | -19.9% | -7.3% | -12.6% | -17.1% |
| 6M | -29.4% | +21.8% | -51.1% | -37.6% |
| YTD | -49.0% | +42.8% | -91.8% | -59.1% |
| 1Y | -53.1% | +46.5% | -99.6% | -62.9% |
| 3Y | -48.9% | +158.3% | -207.2% | -75.4% |
| 5Y | -77.2% | +122.6% | -199.9% | -88.3% |
| All | -77.2% | +119.4% | -196.7% | -88.3% |
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