+126.1%
GDX vs KKR
+1,664.4%
-1,538.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.9% | +1.0% | -0.6% |
| 7D | +4.0% | -0.6% | +4.6% | +4.1% |
| 30D | +9.5% | +3.0% | +6.4% | +8.9% |
| 3M | +25.1% | +13.6% | +11.4% | +22.6% |
| 6M | -2.9% | +16.2% | -19.1% | -5.3% |
| YTD | +14.7% | -16.6% | +31.3% | +17.0% |
| 1Y | +47.4% | -23.2% | +70.6% | +51.7% |
| 3Y | +259.7% | +71.7% | +188.0% | +219.5% |
| 5Y | +227.7% | +74.8% | +152.8% | +183.8% |
| 10Y | +289.0% | +711.6% | -422.6% | +161.2% |
| All | +126.1% | +1,664.4% | -1,538.3% | +26.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling