+226.7%
GDX vs KR
+41.9%
+184.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.9% | -4.4% | -3.5% |
| 7D | -5.4% | -2.7% | -2.7% | -5.2% |
| 30D | +6.6% | +1.9% | +4.6% | +6.4% |
| 3M | +30.1% | -11.0% | +41.1% | +31.3% |
| 6M | -7.1% | -20.2% | +13.1% | -5.4% |
| YTD | +12.0% | -7.3% | +19.2% | +11.4% |
| 1Y | +41.2% | -13.1% | +54.3% | +41.8% |
| 3Y | +251.0% | +29.7% | +221.3% | +230.6% |
| 5Y | +226.7% | +48.8% | +178.0% | +211.0% |
| All | +226.7% | +41.9% | +184.8% | +211.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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