+171.6%
BKR vs GDXJ
+229.9%
-58.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.6% | -0.8% |
| 7D | -7.0% | -2.8% | -4.2% | -6.4% |
| 30D | -8.1% | +5.0% | -13.1% | -9.3% |
| 3M | -6.6% | +24.1% | -30.7% | -11.8% |
| 6M | +0.9% | -7.4% | +8.2% | +1.1% |
| YTD | +31.1% | +10.2% | +20.9% | +24.7% |
| 1Y | +27.7% | +42.5% | -14.8% | +12.5% |
| 3Y | +71.2% | +285.7% | -214.5% | +8.7% |
| All | +171.6% | +229.9% | -58.3% | +79.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ 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 5y: compounded portfolio wealth divided by compounded GDXJ 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…
5y analysis · Full analysis span regression · 6 months rolling