+231.5%
RKLB vs GDXJ
+221.5%
+10.0%
-81.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.0% | +2.2% | +0.1% |
| 7D | -2.9% | -6.2% | +3.3% | -0.1% |
| 30D | -22.6% | +4.6% | -27.2% | -24.8% |
| 3M | -41.0% | +31.3% | -72.3% | -48.3% |
| 6M | -10.1% | -10.7% | +0.6% | -6.7% |
| YTD | -11.2% | +9.1% | -20.3% | -15.3% |
| 1Y | +34.2% | +44.1% | -9.9% | +15.0% |
| 3Y | +899.4% | +285.4% | +614.0% | +460.6% |
| 5Y | +231.5% | +228.4% | +3.1% | +89.6% |
| All | +231.5% | +221.5% | +10.0% | +89.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling