+259.7%
GDX vs RKT
+40.6%
+219.1%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.8% | +0.9% | -0.5% |
| 7D | +4.0% | +6.0% | -2.0% | +2.9% |
| 30D | +9.5% | +0.7% | +8.8% | +9.3% |
| 3M | +25.1% | +11.8% | +13.3% | +22.0% |
| 6M | -2.9% | -7.6% | +4.7% | -2.5% |
| YTD | +14.7% | -28.7% | +43.4% | +19.1% |
| 1Y | +47.4% | -32.6% | +80.0% | +53.3% |
| 3Y | +259.7% | +42.1% | +217.6% | +215.8% |
| All | +259.7% | +40.6% | +219.1% | +215.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling