+211.8%
GDXJ vs APA
-2.8%
+214.6%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -0.7% | -3.3% | -3.9% |
| 7D | -6.2% | +0.8% | -7.0% | -6.3% |
| 30D | +4.6% | +9.6% | -5.0% | +3.7% |
| 3M | +31.3% | +18.0% | +13.3% | +28.8% |
| 6M | -10.7% | +41.9% | -52.6% | -14.8% |
| YTD | +9.1% | +86.3% | -77.2% | +0.8% |
| 1Y | +44.1% | +97.9% | -53.7% | +32.0% |
| 3Y | +285.4% | +12.8% | +272.6% | +267.9% |
| 5Y | +228.4% | +177.2% | +51.2% | +189.5% |
| All | +211.8% | -2.8% | +214.6% | +187.0% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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