+296.0%
GDX vs APTV
-16.1%
+312.1%
-49.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.2% |
| 7D | -2.2% | -5.0% | +2.8% | -1.5% |
| 30D | +6.8% | -6.1% | +12.8% | +7.6% |
| 3M | +24.9% | -33.0% | +57.9% | +31.2% |
| 6M | -4.2% | -35.2% | +31.0% | +0.7% |
| YTD | +13.2% | -40.1% | +53.4% | +20.1% |
| 1Y | +40.2% | -45.6% | +85.8% | +50.3% |
| 3Y | +249.6% | -54.4% | +303.9% | +277.3% |
| 5Y | +230.4% | -68.9% | +299.3% | +263.3% |
| All | +296.0% | -16.1% | +312.1% | +300.2% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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