+233.6%
GDX vs KRE
+31.8%
+201.8%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.2% | +1.2% |
| 7D | +1.9% | -1.1% | +2.9% | +2.0% |
| 30D | +9.9% | -3.4% | +13.3% | +10.3% |
| 3M | +28.2% | +3.7% | +24.5% | +27.5% |
| 6M | -2.9% | +14.8% | -17.7% | -4.5% |
| YTD | +16.0% | +14.7% | +1.3% | +14.0% |
| 1Y | +49.9% | +16.0% | +33.9% | +47.0% |
| 3Y | +263.6% | +84.3% | +179.3% | +231.9% |
| 5Y | +233.6% | +30.9% | +202.7% | +222.5% |
| All | +233.6% | +31.8% | +201.8% | +222.5% |
Cumulative growth
Daily Returns
Daily percentage return beside KRE.
Daily Out/Under-Performance
Portfolio return minus KRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KRE 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 KRE 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