+96.4%
GDX vs APTV
+194.6%
-98.2%
-78.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.1% | -5.2% | -2.6% |
| 7D | -0.4% | +4.8% | -5.2% | -1.0% |
| 30D | +18.6% | +2.0% | +16.6% | +18.3% |
| 3M | +14.9% | -34.2% | +49.1% | +21.0% |
| 6M | -6.3% | -34.7% | +28.4% | -1.6% |
| YTD | +15.7% | -37.0% | +52.7% | +21.9% |
| 1Y | +54.8% | -40.4% | +95.2% | +64.0% |
| 3Y | +253.4% | -54.1% | +307.6% | +280.9% |
| 5Y | +219.7% | -68.0% | +287.7% | +250.9% |
| 10Y | +300.2% | -15.5% | +315.7% | +273.1% |
| All | +96.4% | +194.6% | -98.2% | +5.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling