+7.3%
GDXJ vs APO
+1,727.7%
-1,720.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.9% |
| 7D | +4.3% | +0.1% | +4.2% | +4.3% |
| 30D | +8.4% | +3.9% | +4.6% | +7.6% |
| 3M | +25.5% | +3.8% | +21.8% | +24.5% |
| 6M | -6.3% | +22.3% | -28.6% | -9.9% |
| YTD | +12.1% | -7.8% | +19.9% | +12.9% |
| 1Y | +51.1% | -0.3% | +51.4% | +49.6% |
| 3Y | +296.1% | +57.1% | +238.9% | +252.6% |
| 5Y | +228.1% | +137.0% | +91.1% | +165.6% |
| 10Y | +211.8% | +946.8% | -735.0% | +81.6% |
| All | +7.3% | +1,727.7% | -1,720.4% | -50.2% |
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