+951.3%
APH vs GDXJ
+214.1%
+737.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.9% | +3.3% | +7.5% |
| 7D | +1.1% | +16.4% | -15.3% | -1.3% |
| 30D | -7.5% | -1.2% | -6.3% | -7.4% |
| 3M | -4.4% | -3.9% | -0.6% | -4.2% |
| 6M | +26.5% | -10.2% | +36.6% | +27.5% |
| YTD | +20.0% | -0.6% | +20.7% | +18.5% |
| 1Y | +16.9% | +24.3% | -7.5% | +11.9% |
| 3Y | +288.5% | +257.4% | +31.1% | +221.7% |
| 5Y | +310.3% | +166.5% | +143.8% | +244.1% |
| 10Y | +951.3% | +228.5% | +722.7% | +788.3% |
| All | +951.3% | +214.1% | +737.2% | +788.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling