+3.1%
GLDM vs APTV
-46.4%
+49.5%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +4.6% | -1.0% | +3.1% |
| 7D | -0.3% | -1.9% | +1.6% | -0.1% |
| 30D | -1.9% | -1.4% | -0.4% | -1.8% |
| 3M | -0.4% | -9.3% | +8.9% | +0.5% |
| 6M | -10.1% | -27.3% | +17.3% | -7.3% |
| YTD | -5.8% | -43.1% | +37.3% | -0.6% |
| 1Y | +3.1% | -46.5% | +49.6% | +9.5% |
| All | +3.1% | -46.4% | +49.5% | +9.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling