+49.5%
RKLB vs GDXJ
+58.9%
-9.5%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.5% | +3.2% | +2.3% |
| 7D | -0.2% | +0.2% | -0.4% | -0.5% |
| 30D | -14.1% | +17.9% | -32.0% | -24.1% |
| 3M | -46.4% | +15.3% | -61.7% | -52.2% |
| 6M | -10.6% | -9.4% | -1.2% | -8.3% |
| YTD | -7.9% | +13.4% | -21.3% | -18.5% |
| 1Y | +49.5% | +59.7% | -10.2% | -3.5% |
| All | +49.5% | +58.9% | -9.5% | -3.5% |
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