+227.7%
GDX vs RKT
-8.7%
+236.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.4% |
| YTD | +14.7% | -28.7% | +43.4% | +19.7% |
| 1Y | +47.4% | -32.6% | +80.0% | +54.3% |
| 3Y | +259.7% | +42.1% | +217.6% | +218.0% |
| 5Y | +227.7% | -7.2% | +234.8% | +174.9% |
| All | +227.7% | -8.7% | +236.3% | +174.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling