+54.8%
GDX vs KKR
-20.0%
+74.8%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.8% | -0.3% | -1.9% |
| 7D | -0.4% | -0.9% | +0.5% | -0.3% |
| 30D | +18.6% | +2.2% | +16.5% | +18.2% |
| 3M | +14.9% | +13.1% | +1.8% | +12.8% |
| 6M | -6.3% | +15.3% | -21.5% | -7.7% |
| YTD | +15.7% | -15.0% | +30.7% | +14.8% |
| 1Y | +54.8% | -21.0% | +75.8% | +57.6% |
| All | +54.8% | -20.0% | +74.8% | +57.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 1y: compounded portfolio wealth divided by compounded KKR 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…
1y analysis · Full analysis span regression · 6 months rolling