+9,592.3%
KLAC vs GDXJ
+76.0%
+9,516.3%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GDXJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.3% | -4.6% | -3.4% |
| 7D | +6.2% | +0.9% | +5.2% | +5.9% |
| 30D | -5.0% | +8.8% | -13.8% | -6.6% |
| 3M | -14.4% | +29.8% | -44.3% | -18.5% |
| 6M | +28.3% | -5.8% | +34.1% | +28.5% |
| YTD | +51.1% | +13.6% | +37.5% | +46.8% |
| 1Y | +100.4% | +54.5% | +45.9% | +85.2% |
| 3Y | +276.3% | +301.4% | -25.0% | +196.9% |
| 5Y | +452.1% | +236.3% | +215.7% | +339.2% |
| 10Y | +2,986.0% | +240.1% | +2,745.9% | +2,257.5% |
| All | +9,592.3% | +76.0% | +9,516.3% | +7,349.1% |
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