+226.3%
CLSK vs IAU
+123.7%
+102.6%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.8% | +0.5% | +6.3% | +6.4% |
| 7D | +7.7% | -2.0% | +9.7% | +9.2% |
| 30D | +12.2% | -1.5% | +13.8% | +13.9% |
| 3M | -15.5% | +3.3% | -18.7% | -16.8% |
| 6M | +39.3% | -16.2% | +55.6% | +54.5% |
| YTD | +35.1% | +0.7% | +34.4% | +40.8% |
| 1Y | +34.0% | +19.2% | +14.8% | +36.1% |
| 3Y | +226.3% | +124.4% | +101.8% | +139.1% |
| All | +226.3% | +123.7% | +102.6% | +139.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IAU.
Daily Out/Under-Performance
Portfolio return minus IAU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IAU 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 3y: compounded portfolio wealth divided by compounded IAU 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…
3y analysis · Full analysis span regression · 6 months rolling