+41.8%
GDXJ vs APTV
+180.9%
-139.1%
-85.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -4.6% | +3.5% | -0.3% |
| 7D | +4.3% | +2.0% | +2.3% | +3.9% |
| 30D | +8.4% | -7.7% | +16.1% | +10.0% |
| 3M | +25.5% | -34.0% | +59.5% | +35.1% |
| 6M | -6.3% | -37.1% | +30.8% | +1.3% |
| YTD | +12.1% | -39.9% | +52.0% | +22.0% |
| 1Y | +51.1% | -44.4% | +95.5% | +66.6% |
| 3Y | +296.1% | -54.5% | +350.6% | +343.4% |
| 5Y | +228.1% | -69.1% | +297.2% | +282.7% |
| 10Y | +211.8% | -20.0% | +231.8% | +187.5% |
| All | +41.8% | +180.9% | -139.1% | -43.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling