+22.5%
KORU vs GDXJ
+19.5%
+3.1%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | +9.6% | -14.9% | -19.5% |
| 7D | -24.3% | -0.2% | -24.1% | -25.2% |
| 30D | -54.2% | -7.6% | -46.6% | -49.0% |
| 3M | -45.4% | +2.3% | -47.7% | -48.3% |
| 6M | -66.5% | -7.8% | -58.6% | -56.5% |
| YTD | +14.9% | -8.4% | +23.3% | +85.0% |
| 1Y | +22.5% | +21.8% | +0.7% | +44.8% |
| All | +22.5% | +19.5% | +3.1% | +44.8% |
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