+547.3%
RKLB vs GDXJ
+197.5%
+349.8%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.3% | -5.6% | -4.8% |
| 7D | 0.0% | +0.9% | -1.0% | -0.5% |
| 30D | -21.2% | +8.8% | -30.0% | -24.5% |
| 3M | -41.7% | +29.8% | -71.6% | -48.1% |
| 6M | -11.8% | -5.8% | -6.0% | -10.7% |
| YTD | -9.6% | +13.6% | -23.2% | -14.6% |
| 1Y | +34.1% | +54.5% | -20.4% | +14.3% |
| 3Y | +917.3% | +301.4% | +615.9% | +512.0% |
| 5Y | +204.4% | +236.3% | -32.0% | +81.9% |
| All | +547.3% | +197.5% | +349.8% | +289.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling