-10.7%
GDXJ vs KR
-21.1%
+10.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.9% | -4.9% | -3.5% |
| 7D | -6.2% | -2.7% | -3.6% | -7.5% |
| 30D | +4.6% | +1.9% | +2.7% | +5.9% |
| 3M | +31.3% | -11.0% | +42.3% | +20.8% |
| 6M | -10.7% | -20.2% | +9.5% | -25.3% |
| All | -10.7% | -21.1% | +10.4% | -25.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling