+59.7%
GDXJ vs APO
+1.9%
+57.8%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -0.6% | -1.9% | -2.4% |
| 7D | +0.2% | -1.0% | +1.2% | +0.3% |
| 30D | +17.9% | +3.5% | +14.4% | +17.2% |
| 3M | +15.3% | +4.5% | +10.8% | +14.7% |
| 6M | -9.4% | +22.8% | -32.2% | -9.9% |
| YTD | +13.4% | -6.5% | +19.9% | +15.9% |
| 1Y | +59.7% | +0.8% | +58.8% | +65.4% |
| All | +59.7% | +1.9% | +57.8% | +65.4% |
Cumulative growth
Daily Returns
Daily percentage return beside APO.
Daily Out/Under-Performance
Portfolio return minus APO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APO 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 1y: compounded portfolio wealth divided by compounded APO 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…
1y analysis · Full analysis span regression · 6 months rolling