+59.7%
GDXJ vs KR
-12.5%
+72.1%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.1% | -2.6% | -2.5% |
| 7D | +0.2% | +1.5% | -1.3% | +0.6% |
| 30D | +17.9% | +4.1% | +13.8% | +19.3% |
| 3M | +15.3% | -5.2% | +20.5% | +14.4% |
| 6M | -9.4% | -12.8% | +3.3% | -12.7% |
| YTD | +13.4% | -4.6% | +18.0% | +9.4% |
| 1Y | +59.7% | -11.7% | +71.3% | +58.1% |
| All | +59.7% | -12.5% | +72.1% | +58.1% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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