+142.3%
GDX vs RKT
-11.2%
+153.5%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.8% | +3.8% | +1.4% |
| 7D | +1.9% | -1.0% | +2.8% | +2.0% |
| 30D | +9.9% | -2.4% | +12.3% | +10.2% |
| 3M | +28.2% | +1.9% | +26.3% | +27.5% |
| 6M | -2.9% | -13.9% | +11.0% | -1.7% |
| YTD | +16.0% | -30.6% | +46.6% | +19.9% |
| 1Y | +49.9% | -34.4% | +84.2% | +55.3% |
| 3Y | +263.6% | +38.2% | +225.4% | +240.9% |
| 5Y | +233.6% | -9.7% | +243.2% | +212.2% |
| All | +142.3% | -11.2% | +153.5% | +126.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling