+21.8%
GDXJ vs KHC
+11.6%
+10.2%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | +3.8% | +5.9% | +9.4% |
| 7D | -0.2% | +6.6% | -6.8% | -0.3% |
| 30D | -7.6% | +16.5% | -24.1% | -8.3% |
| 3M | +2.3% | -3.0% | +5.3% | +2.5% |
| 6M | -7.8% | +17.4% | -25.2% | -11.2% |
| YTD | -8.4% | +10.3% | -18.7% | -9.1% |
| 1Y | +21.8% | +12.5% | +9.3% | +18.9% |
| All | +21.8% | +11.6% | +10.2% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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