+3,295.1%
APH vs GDXJ
+44.7%
+3,250.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -6.0% | +5.0% | -0.1% |
| 7D | -5.0% | +11.8% | -16.8% | -6.6% |
| 30D | -8.4% | -7.1% | -1.3% | -7.5% |
| 3M | -4.5% | -10.5% | +6.0% | -3.4% |
| 6M | +25.3% | -15.5% | +40.8% | +27.3% |
| YTD | +18.9% | -6.6% | +25.5% | +18.5% |
| 1Y | +11.9% | +11.3% | +0.6% | +9.0% |
| 3Y | +278.0% | +242.0% | +36.0% | +216.9% |
| 5Y | +306.4% | +147.7% | +158.7% | +248.0% |
| 10Y | +955.2% | +233.7% | +721.5% | +741.6% |
| All | +3,295.1% | +44.7% | +3,250.3% | +2,717.5% |
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