+233.6%
GDX vs APTV
-69.9%
+303.4%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.7% | +3.7% | +1.5% |
| 7D | +1.9% | -1.2% | +3.0% | +2.0% |
| 30D | +9.9% | -10.6% | +20.6% | +11.9% |
| 3M | +28.2% | -35.0% | +63.2% | +36.9% |
| 6M | -2.9% | -38.9% | +36.0% | +4.2% |
| YTD | +16.0% | -41.5% | +57.5% | +25.1% |
| 1Y | +49.9% | -45.8% | +95.7% | +63.3% |
| 3Y | +263.6% | -55.7% | +319.3% | +304.3% |
| 5Y | +233.6% | -70.1% | +303.7% | +253.0% |
| All | +233.6% | -69.9% | +303.4% | +253.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling