+804.4%
AAOI vs GDXJ
+285.5%
+518.9%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +1.4% |
| 7D | -0.2% | -2.8% | +2.6% | +1.4% |
| 30D | -23.7% | +5.0% | -28.7% | -26.2% |
| 3M | -39.0% | +24.1% | -63.1% | -46.1% |
| 6M | -17.0% | -7.4% | -9.7% | -14.9% |
| YTD | +202.2% | +10.2% | +192.0% | +182.2% |
| 1Y | +292.4% | +42.5% | +249.9% | +227.1% |
| 3Y | +804.4% | +285.7% | +518.7% | +318.0% |
| All | +804.4% | +285.5% | +518.9% | +318.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ 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 3y: compounded portfolio wealth divided by compounded GDXJ 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…
3y analysis · Full analysis span regression · 6 months rolling