+204.4%
RKLB vs GDX
+228.6%
-24.2%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.1% | -5.3% | -4.8% |
| 7D | 0.0% | +1.9% | -1.9% | -1.0% |
| 30D | -21.2% | +9.9% | -31.1% | -25.2% |
| 3M | -41.7% | +28.2% | -69.9% | -48.6% |
| 6M | -11.8% | -2.9% | -8.9% | -11.7% |
| YTD | -9.6% | +16.0% | -25.6% | -15.9% |
| 1Y | +34.1% | +49.9% | -15.8% | +13.4% |
| 3Y | +917.3% | +263.6% | +653.7% | +496.7% |
| 5Y | +204.4% | +233.6% | -29.2% | +71.2% |
| All | +204.4% | +228.6% | -24.2% | +71.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GDX.
Daily Out/Under-Performance
Portfolio return minus GDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDX 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 5y: compounded portfolio wealth divided by compounded GDX 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…
5y analysis · Full analysis span regression · 6 months rolling