+44.1%
GDXJ vs KDP
+18.4%
+25.7%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KDP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -1.9% | -2.1% | -4.0% |
| 7D | -6.2% | -4.3% | -1.9% | -6.3% |
| 30D | +4.6% | +7.8% | -3.2% | +5.0% |
| 3M | +31.3% | -0.1% | +31.3% | +31.9% |
| 6M | -10.7% | +14.0% | -24.7% | -10.6% |
| YTD | +9.1% | +15.1% | -6.0% | +10.7% |
| 1Y | +44.1% | +18.5% | +25.6% | +46.4% |
| All | +44.1% | +18.4% | +25.7% | +46.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KDP.
Daily Out/Under-Performance
Portfolio return minus KDP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KDP 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 1y: compounded portfolio wealth divided by compounded KDP 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…
1y analysis · Full analysis span regression · 6 months rolling