+16.6%
KORU vs GDXJ
+137.2%
-120.5%
-95.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -4.0% | -8.5% | -10.5% |
| 7D | +2.3% | -6.2% | +8.5% | +5.7% |
| 30D | +20.0% | +4.6% | +15.4% | +18.3% |
| 3M | -32.7% | +31.3% | -64.0% | -38.6% |
| 6M | +13.3% | -10.7% | +24.0% | +30.8% |
| YTD | +133.2% | +9.1% | +124.1% | +152.7% |
| 1Y | +357.3% | +44.1% | +313.1% | +340.8% |
| 3Y | +452.7% | +285.4% | +167.3% | +268.9% |
| 5Y | +47.2% | +228.4% | -181.2% | +5.1% |
| 10Y | +67.6% | +226.5% | -159.0% | +15.2% |
| All | +16.6% | +137.2% | -120.5% | -17.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling