+3,409.8%
APH vs GDXJ
+75.7%
+3,334.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -2.5% | +3.4% | +1.2% |
| 7D | +5.0% | +0.2% | +4.8% | +4.9% |
| 30D | -3.9% | +17.9% | -21.7% | -6.2% |
| 3M | +13.0% | +15.3% | -2.3% | +10.3% |
| 6M | +25.2% | -9.4% | +34.6% | +25.8% |
| YTD | +22.9% | +13.4% | +9.5% | +19.6% |
| 1Y | +47.8% | +59.7% | -11.8% | +37.4% |
| 3Y | +283.0% | +283.6% | -0.5% | +215.9% |
| 5Y | +349.7% | +217.6% | +132.1% | +273.3% |
| 10Y | +1,061.2% | +225.7% | +835.6% | +824.6% |
| All | +3,409.8% | +75.7% | +3,334.1% | +2,742.1% |
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 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