+1,062.4%
APH vs GDXJ
+222.0%
+840.5%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.9% | -0.7% |
| 7D | +1.6% | +0.9% | +0.7% | +1.5% |
| 30D | -3.0% | +8.8% | -11.8% | -4.3% |
| 3M | +5.7% | +29.8% | -24.1% | +1.3% |
| 6M | +20.0% | -5.8% | +25.8% | +19.8% |
| YTD | +20.8% | +13.6% | +7.2% | +17.2% |
| 1Y | +40.2% | +54.5% | -14.2% | +30.4% |
| 3Y | +288.1% | +301.4% | -13.3% | +217.0% |
| 5Y | +352.5% | +236.3% | +116.2% | +270.7% |
| 10Y | +1,062.4% | +240.1% | +822.4% | +873.3% |
| All | +1,062.4% | +222.0% | +840.5% | +873.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling