+176.0%
BKR vs GDXJ
+69.0%
+107.1%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.7% | -4.0% | -2.7% | -5.8% |
| 7D | -6.7% | -6.2% | -0.4% | -5.4% |
| 30D | -8.3% | +4.6% | -13.0% | -9.5% |
| 3M | -5.4% | +31.3% | -36.7% | -11.5% |
| 6M | +0.8% | -10.7% | +11.5% | +1.6% |
| YTD | +31.8% | +9.1% | +22.8% | +26.3% |
| 1Y | +28.6% | +44.1% | -15.5% | +15.0% |
| 3Y | +71.2% | +285.4% | -214.2% | +20.2% |
| 5Y | +179.2% | +228.4% | -49.2% | +99.0% |
| 10Y | +124.0% | +226.5% | -102.6% | +48.1% |
| All | +176.0% | +69.0% | +107.1% | +101.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling