+245.7%
GDX vs APTV
-55.3%
+301.0%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +2.7% | -6.1% | -3.9% |
| 7D | -5.4% | -1.8% | -3.6% | -5.2% |
| 30D | +6.6% | -7.9% | +14.5% | +7.8% |
| 3M | +30.1% | -29.9% | +60.0% | +36.8% |
| 6M | -7.1% | -36.6% | +29.5% | -1.5% |
| YTD | +12.0% | -40.0% | +51.9% | +19.6% |
| 1Y | +41.2% | -44.0% | +85.2% | +51.9% |
| All | +245.7% | -55.3% | +301.0% | +287.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling