+8.8%
APH vs GLDM
+1.8%
+7.0%
-28.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GLDM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | -0.8% | +4.9% | +4.4% |
| 7D | -5.9% | +4.7% | -10.6% | -7.5% |
| 30D | -14.8% | -0.9% | -13.9% | -14.5% |
| 3M | -12.4% | -4.3% | -8.1% | -11.2% |
| 6M | +8.1% | -13.4% | +21.5% | +12.7% |
| YTD | +10.9% | -5.8% | +16.8% | +11.3% |
| 1Y | +8.8% | +2.1% | +6.7% | -2.1% |
| All | +8.8% | +1.8% | +7.0% | -2.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling