+24.8%
GDX vs RKT
-9.4%
+34.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.0% | +8.7% | +0.3% | +6.0% |
| 7D | +0.8% | +29.7% | -29.0% | -8.0% |
| 30D | -3.2% | +28.5% | -31.7% | -11.6% |
| 3M | +8.6% | +6.4% | +2.2% | +5.8% |
| 6M | -1.2% | +7.1% | -8.4% | -5.8% |
| YTD | -1.4% | -22.5% | +21.1% | +4.9% |
| 1Y | +24.8% | -10.4% | +35.2% | +26.8% |
| All | +24.8% | -9.4% | +34.2% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RKT.
Daily Out/Under-Performance
Portfolio return minus RKT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RKT 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 RKT 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