+40.2%
GDX vs KKR
-26.9%
+67.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +0.9% | +1.1% |
| 7D | -2.2% | -6.2% | +4.0% | -1.3% |
| 30D | +6.8% | -8.9% | +15.6% | +7.9% |
| 3M | +24.9% | +6.3% | +18.7% | +23.8% |
| 6M | -4.2% | +16.5% | -20.7% | -5.0% |
| YTD | +13.2% | -20.3% | +33.5% | +12.9% |
| 1Y | +40.2% | -29.8% | +70.0% | +44.6% |
| All | +40.2% | -26.9% | +67.1% | +44.6% |
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