+6,978.4%
KLAC vs GDX
+163.4%
+6,815.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -0.2% | -2.9% | -3.1% |
| 7D | +10.0% | -6.8% | +16.8% | +11.4% |
| 30D | -14.8% | -2.1% | -12.7% | -14.6% |
| 3M | -27.2% | -7.5% | -19.7% | -26.5% |
| 6M | -17.5% | -15.2% | -2.3% | -15.6% |
| YTD | +25.8% | -4.8% | +30.6% | +26.1% |
| 1Y | +31.8% | +6.7% | +25.1% | +29.6% |
| 3Y | +195.3% | +212.7% | -17.4% | +141.8% |
| 5Y | +285.9% | +151.7% | +134.3% | +221.7% |
| 10Y | +2,247.6% | +330.3% | +1,917.3% | +1,658.9% |
| All | +6,978.4% | +163.4% | +6,815.0% | +4,530.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GDX.
Daily Out/Under-Performance
Portfolio return minus GDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GDX 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 GDX 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