-7.4%
RKLB vs GDXJ
+19.5%
-26.9%
-66.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +9.6% | -13.4% | -9.9% |
| 7D | -10.6% | -0.2% | -10.5% | -11.0% |
| 30D | -28.3% | -7.6% | -20.7% | -24.9% |
| 3M | -29.7% | +2.3% | -32.0% | -33.6% |
| 6M | -34.8% | -7.8% | -27.0% | -33.0% |
| YTD | -24.9% | -8.4% | -16.5% | -28.5% |
| 1Y | -7.4% | +21.8% | -29.2% | -31.3% |
| All | -7.4% | +19.5% | -26.9% | -31.3% |
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