+546.0%
RKLB vs GDXJ
+188.7%
+357.4%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.2% |
| 7D | -2.0% | -2.8% | +0.8% | -0.9% |
| 30D | -22.4% | +5.0% | -27.4% | -24.5% |
| 3M | -45.2% | +24.1% | -69.2% | -50.2% |
| 6M | -12.5% | -7.4% | -5.2% | -10.7% |
| YTD | -9.8% | +10.2% | -20.0% | -13.7% |
| 1Y | +30.0% | +42.5% | -12.6% | +14.0% |
| 3Y | +942.2% | +285.7% | +656.5% | +537.0% |
| 5Y | +236.8% | +231.9% | +5.0% | +103.5% |
| All | +546.0% | +188.7% | +357.4% | +293.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling