+70.7%
GDXJ vs KKR
+1,637.1%
-1,566.4%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.6% | +2.9% | +1.7% |
| 7D | +0.9% | -2.2% | +3.1% | +1.5% |
| 30D | +8.8% | +0.3% | +8.6% | +8.6% |
| 3M | +29.8% | +8.8% | +21.0% | +27.2% |
| 6M | -5.8% | +14.9% | -20.7% | -9.0% |
| YTD | +13.6% | -17.9% | +31.5% | +17.5% |
| 1Y | +54.5% | -23.7% | +78.2% | +61.8% |
| 3Y | +301.4% | +69.1% | +232.3% | +235.3% |
| 5Y | +236.3% | +72.6% | +163.8% | +171.2% |
| 10Y | +240.1% | +728.2% | -488.2% | +80.8% |
| All | +70.7% | +1,637.1% | -1,566.4% | -30.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KKR.
Daily Out/Under-Performance
Portfolio return minus KKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KKR 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 KKR 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