+13.0%
APH vs GDXJ
+20.0%
-7.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.2% | +4.9% | +3.3% | +6.9% |
| 7D | +1.1% | +16.4% | -15.3% | -2.9% |
| 30D | -7.5% | -1.2% | -6.3% | -7.1% |
| 3M | -4.4% | -3.9% | -0.6% | -3.8% |
| 6M | +26.5% | -10.2% | +36.6% | +28.2% |
| YTD | +20.0% | -0.6% | +20.7% | +13.1% |
| All | +13.0% | +20.0% | -7.0% | -3.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling