+248.5%
GLDM vs APTV
-49.0%
+297.4%
-26.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -3.9% | -1.0% |
| 7D | -0.5% | +4.8% | -5.3% | -0.6% |
| 30D | +4.4% | +2.0% | +2.4% | +4.4% |
| 3M | -1.1% | -34.2% | +33.2% | -0.3% |
| 6M | -13.7% | -34.7% | +21.0% | -13.1% |
| YTD | +2.8% | -37.0% | +39.7% | +3.5% |
| 1Y | +24.8% | -40.4% | +65.2% | +25.8% |
| 3Y | +127.8% | -54.1% | +181.9% | +129.9% |
| 5Y | +141.1% | -68.0% | +209.2% | +143.1% |
| All | +248.5% | -49.0% | +297.4% | +249.6% |
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