-26.4%
APP vs GDXJ
-0.6%
-25.8%
-68.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.9% | -0.6% | +4.5% | +4.2% |
| 7D | +4.6% | -8.1% | +12.7% | +8.3% |
| 30D | +56.0% | -5.5% | +61.5% | +59.8% |
| 3M | +30.8% | -14.6% | +45.4% | +37.1% |
| 6M | -9.8% | -23.2% | +13.4% | -1.7% |
| YTD | -39.3% | -13.0% | -26.3% | -38.8% |
| 1Y | -26.4% | +2.8% | -29.2% | -34.8% |
| All | -26.4% | -0.6% | -25.8% | -34.8% |
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