+113.7%
KLAC vs GDXJ
+58.9%
+54.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -2.5% | +9.8% | +8.2% |
| 7D | +5.7% | +0.2% | +5.6% | +5.5% |
| 30D | -3.6% | +17.9% | -21.5% | -10.1% |
| 3M | -12.8% | +15.3% | -28.1% | -18.7% |
| 6M | +26.1% | -9.4% | +35.5% | +27.2% |
| YTD | +53.3% | +13.4% | +39.9% | +45.4% |
| 1Y | +113.7% | +59.7% | +54.0% | +84.4% |
| All | +113.7% | +58.9% | +54.7% | +84.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling