+173.4%
GDX vs RKT
-2.0%
+175.3%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | -4.9% | -0.6% | -4.6% |
| 7D | +11.5% | +4.6% | +6.8% | +10.7% |
| 30D | -3.1% | +25.9% | -29.0% | -7.2% |
| 3M | -4.4% | +5.0% | -9.4% | -5.5% |
| 6M | -8.6% | -7.9% | -0.7% | -8.2% |
| YTD | +0.8% | -25.4% | +26.2% | +4.2% |
| 1Y | +14.7% | -15.4% | +30.1% | +16.4% |
| 3Y | +228.8% | +83.3% | +145.5% | +176.5% |
| 5Y | +173.4% | -0.8% | +174.2% | +135.3% |
| All | +173.4% | -2.0% | +175.3% | +135.3% |
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