+957.8%
AAOI vs GDXJ
+251.5%
+706.4%
-98.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +1.1% | +0.9% | +1.7% |
| 7D | -0.2% | -2.8% | +2.6% | +0.5% |
| 30D | -23.7% | +5.0% | -28.7% | -24.8% |
| 3M | -39.0% | +24.1% | -63.1% | -42.1% |
| 6M | -17.0% | -7.4% | -9.7% | -15.6% |
| YTD | +202.2% | +10.2% | +192.0% | +195.9% |
| 1Y | +292.4% | +42.5% | +249.9% | +265.7% |
| 3Y | +804.4% | +285.7% | +518.7% | +587.1% |
| 5Y | +1,318.0% | +231.9% | +1,086.2% | +990.5% |
| 10Y | +436.7% | +230.0% | +206.7% | +302.9% |
| All | +957.8% | +251.5% | +706.4% | +672.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling