+225.3%
GLDM vs APTV
-57.5%
+282.9%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.2% | +0.7% | +1.8% |
| 7D | +5.0% | -9.8% | +14.7% | +5.2% |
| 30D | -1.3% | -8.9% | +7.6% | -1.1% |
| 3M | -4.7% | -19.5% | +14.8% | -4.3% |
| 6M | -12.4% | -31.1% | +18.7% | -11.7% |
| YTD | -4.1% | -47.5% | +43.5% | -3.0% |
| 1Y | +3.3% | -52.3% | +55.6% | +4.6% |
| 3Y | +110.9% | -45.2% | +156.1% | +112.9% |
| 5Y | +124.8% | -76.9% | +201.6% | +127.8% |
| All | +225.3% | -57.5% | +282.9% | +227.7% |
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