+355.9%
APH vs GLDM
+143.3%
+212.6%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-04 to 2026-09-04.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.9% | +1.8% | +1.1% |
| 7D | +5.0% | -0.5% | +5.5% | +5.1% |
| 30D | -3.9% | +4.4% | -8.3% | -4.9% |
| 3M | +13.0% | -1.1% | +14.0% | +13.0% |
| 6M | +25.2% | -13.7% | +38.8% | +28.6% |
| YTD | +22.9% | +2.8% | +20.2% | +21.7% |
| 1Y | +47.8% | +24.8% | +23.0% | +41.3% |
| 3Y | +283.0% | +127.8% | +155.2% | +220.4% |
| All | +355.9% | +143.3% | +212.6% | +256.0% |
Cumulative growth
Daily Returns
Daily percentage return beside GLDM.
Daily Out/Under-Performance
Portfolio return minus GLDM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GLDM 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 2021-09-04 to 2026-09-04: compounded portfolio wealth divided by compounded GLDM 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…
2021-09-04 to 2026-09-04 analysis · Full analysis span regression · 6 months rolling