+141.8%
GDX vs RKT
-7.0%
+148.8%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RKT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.1% | -2.1% |
| 7D | -0.4% | +2.1% | -2.5% | -0.6% |
| 30D | +18.6% | +1.4% | +17.2% | +18.4% |
| 3M | +14.9% | +6.3% | +8.6% | +13.7% |
| 6M | -6.3% | -15.5% | +9.2% | -5.0% |
| YTD | +15.7% | -27.4% | +43.1% | +19.0% |
| 1Y | +54.8% | -26.6% | +81.4% | +58.6% |
| 3Y | +253.4% | +41.2% | +212.2% | +230.3% |
| 5Y | +219.7% | -6.4% | +226.1% | +197.7% |
| All | +141.8% | -7.0% | +148.8% | +124.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling