+215.1%
GDXJ vs APTV
-16.1%
+231.2%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.4% | +1.1% |
| 7D | -2.8% | -5.0% | +2.2% | -1.9% |
| 30D | +5.0% | -6.1% | +11.0% | +6.1% |
| 3M | +24.1% | -33.0% | +57.1% | +32.9% |
| 6M | -7.4% | -35.2% | +27.9% | -0.5% |
| YTD | +10.2% | -40.1% | +50.4% | +19.8% |
| 1Y | +42.5% | -45.6% | +88.1% | +57.4% |
| 3Y | +285.7% | -54.4% | +340.1% | +330.6% |
| 5Y | +231.9% | -68.9% | +300.8% | +283.9% |
| All | +215.1% | -16.1% | +231.2% | +224.3% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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