+226.7%
GDX vs KKR
+66.4%
+160.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -3.1% | -0.4% | -2.9% |
| 7D | -5.4% | -8.1% | +2.7% | -4.0% |
| 30D | +6.6% | -9.1% | +15.7% | +8.2% |
| 3M | +30.1% | +6.4% | +23.7% | +28.6% |
| 6M | -7.1% | +12.6% | -19.7% | -9.1% |
| YTD | +12.0% | -20.4% | +32.4% | +15.2% |
| 1Y | +41.2% | -27.1% | +68.3% | +47.1% |
| 3Y | +251.0% | +63.8% | +187.2% | +197.9% |
| 5Y | +226.7% | +67.6% | +159.1% | +160.8% |
| All | +226.7% | +66.4% | +160.3% | +160.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling