-23.6%
RKT vs GDXJ
+115.5%
-139.1%
-83.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -1.2% | -0.6% | -1.4% |
| 7D | +6.0% | +4.3% | +1.7% | +4.6% |
| 30D | +0.7% | +8.4% | -7.8% | -2.1% |
| 3M | +11.8% | +25.5% | -13.7% | +3.1% |
| 6M | -7.6% | -6.3% | -1.3% | -6.9% |
| YTD | -28.7% | +12.1% | -40.8% | -32.0% |
| 1Y | -32.6% | +51.1% | -83.6% | -41.7% |
| 3Y | +42.1% | +296.1% | -254.0% | -14.7% |
| 5Y | -7.2% | +228.1% | -235.3% | -43.4% |
| All | -23.6% | +115.5% | -139.1% | -52.5% |
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 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