+215.1%
GDXJ vs APO
+945.2%
-730.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.8% | +0.2% | +0.9% |
| 7D | -2.8% | -3.5% | +0.7% | -2.3% |
| 30D | +5.0% | -6.6% | +11.5% | +6.0% |
| 3M | +24.1% | -3.3% | +27.3% | +24.5% |
| 6M | -7.4% | +22.6% | -29.9% | -10.4% |
| YTD | +10.2% | -9.8% | +20.0% | +11.3% |
| 1Y | +42.5% | -3.9% | +46.4% | +42.3% |
| 3Y | +285.7% | +52.5% | +233.2% | +250.2% |
| 5Y | +231.9% | +134.0% | +97.8% | +177.2% |
| All | +215.1% | +945.2% | -730.2% | +182.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling