+281.7%
GDXJ vs APTV
-55.3%
+337.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +2.7% | -6.6% | -4.5% |
| 7D | -6.2% | -1.8% | -4.4% | -6.0% |
| 30D | +4.6% | -7.9% | +12.6% | +6.1% |
| 3M | +31.3% | -29.9% | +61.2% | +39.5% |
| 6M | -10.7% | -36.6% | +25.9% | -4.0% |
| YTD | +9.1% | -40.0% | +49.0% | +18.1% |
| 1Y | +44.1% | -44.0% | +88.1% | +57.5% |
| All | +281.7% | -55.3% | +337.0% | +335.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling