-16.7%
GDXJ vs APO
+1,612.1%
-1,628.8%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.7% | -2.3% | -0.9% |
| 7D | -8.1% | +5.8% | -13.8% | -9.0% |
| 30D | -5.5% | +8.9% | -14.4% | -6.9% |
| 3M | -14.6% | -13.6% | -0.9% | -12.4% |
| 6M | -23.2% | -5.4% | -17.8% | -22.6% |
| YTD | -13.0% | -13.6% | +0.7% | -11.4% |
| 1Y | +2.8% | -2.5% | +5.2% | +2.4% |
| 3Y | +221.5% | +50.9% | +170.6% | +188.4% |
| 5Y | +123.4% | +81.4% | +42.0% | +89.4% |
| 10Y | +238.2% | +843.9% | -605.7% | +101.1% |
| All | -16.7% | +1,612.1% | -1,628.8% | -60.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling