+8,525.0%
KLAC vs GDX
+220.3%
+8,304.7%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.2% | +9.5% | +7.7% |
| 7D | +5.7% | -0.4% | +6.1% | +5.8% |
| 30D | -3.6% | +18.6% | -22.2% | -6.7% |
| 3M | -12.8% | +14.9% | -27.7% | -15.3% |
| 6M | +26.1% | -6.3% | +32.3% | +26.7% |
| YTD | +53.3% | +15.7% | +37.6% | +48.8% |
| 1Y | +113.7% | +54.8% | +58.8% | +97.4% |
| 3Y | +274.9% | +253.4% | +21.4% | +200.0% |
| 5Y | +470.1% | +219.7% | +250.5% | +356.7% |
| 10Y | +2,997.0% | +300.2% | +2,696.8% | +2,225.2% |
| All | +8,525.0% | +220.3% | +8,304.7% | +5,362.1% |
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