+230.5%
GDX vs APO
+137.6%
+92.9%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.6% | -1.6% | -2.1% |
| 7D | -0.4% | -1.0% | +0.6% | -0.2% |
| 30D | +18.6% | +3.5% | +15.2% | +17.9% |
| 3M | +14.9% | +4.5% | +10.3% | +14.0% |
| 6M | -6.3% | +22.8% | -29.0% | -9.0% |
| YTD | +15.7% | -6.5% | +22.2% | +16.4% |
| 1Y | +54.8% | +0.8% | +54.0% | +53.9% |
| 3Y | +253.4% | +62.0% | +191.5% | +214.6% |
| All | +230.5% | +137.6% | +92.9% | +165.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling