+110.9%
GLDM vs APTV
-46.2%
+157.1%
-28.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +1.2% | +0.7% | +1.8% |
| 7D | +5.0% | -9.8% | +14.7% | +5.5% |
| 30D | -1.3% | -8.9% | +7.6% | -0.8% |
| 3M | -4.7% | -19.5% | +14.8% | -3.7% |
| 6M | -12.4% | -31.1% | +18.7% | -10.8% |
| YTD | -4.1% | -47.5% | +43.5% | -1.7% |
| 1Y | +3.3% | -52.3% | +55.6% | +6.1% |
| 3Y | +110.9% | -45.2% | +156.1% | +117.7% |
| All | +110.9% | -46.2% | +157.1% | +117.7% |
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 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