-70.1%
APTV vs GRMN
+75.7%
-145.8%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.3% | -1.4% | -2.0% |
| 7D | -1.2% | -1.4% | +0.2% | -0.4% |
| 30D | -10.6% | -13.1% | +2.4% | -4.2% |
| 3M | -35.0% | +14.9% | -49.9% | -40.3% |
| 6M | -38.9% | +13.1% | -52.0% | -43.6% |
| YTD | -41.5% | +35.3% | -76.8% | -51.2% |
| 1Y | -45.8% | +16.0% | -61.8% | -51.2% |
| 3Y | -55.7% | +179.6% | -235.3% | -79.3% |
| 5Y | -70.1% | +75.0% | -145.1% | -84.6% |
| All | -70.1% | +75.7% | -145.8% | -84.6% |
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 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