+326.3%
GDX vs APO
+837.1%
-510.8%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.7% | -2.0% | -0.4% |
| 7D | -6.8% | +5.8% | -12.6% | -7.3% |
| 30D | -2.1% | +8.9% | -11.0% | -2.9% |
| 3M | -7.5% | -13.6% | +6.1% | -6.3% |
| 6M | -15.2% | -5.4% | -9.8% | -14.9% |
| YTD | -4.8% | -13.6% | +8.8% | -3.9% |
| 1Y | +6.7% | -2.5% | +9.2% | +6.6% |
| 3Y | +212.7% | +50.9% | +161.9% | +195.6% |
| 5Y | +151.7% | +81.4% | +70.3% | +130.0% |
| All | +326.3% | +837.1% | -510.8% | +306.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 10y: compounded portfolio wealth divided by compounded APO 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…
10y analysis · Full analysis span regression · 6 months rolling