+40.2%
APH vs GDXJ
+51.7%
-11.4%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.3% | -1.9% | -0.9% |
| 7D | +1.6% | +0.9% | +0.7% | +1.4% |
| 30D | -3.0% | +8.8% | -11.8% | -5.4% |
| 3M | +5.7% | +29.8% | -24.1% | -2.5% |
| 6M | +20.0% | -5.8% | +25.8% | +19.1% |
| YTD | +20.8% | +13.6% | +7.2% | +12.0% |
| 1Y | +40.2% | +54.5% | -14.2% | +19.1% |
| All | +40.2% | +51.7% | -11.4% | +19.1% |
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