+33.6%
KO vs GDXJ
+43.9%
-10.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.0% | +4.3% | +0.1% |
| 7D | -1.1% | -6.2% | +5.1% | -1.4% |
| 30D | +1.6% | +4.6% | -3.1% | +1.8% |
| 3M | +5.8% | +31.3% | -25.5% | +7.6% |
| 6M | +14.3% | -10.7% | +25.0% | +14.3% |
| YTD | +27.3% | +9.1% | +18.2% | +30.5% |
| All | +33.6% | +43.9% | -10.4% | +40.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GDXJ.
Daily Out/Under-Performance
Portfolio return minus GDXJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDXJ 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 GDXJ 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