+452.1%
KLAC vs IAU
+141.6%
+310.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.9% | -4.1% | -3.6% |
| 7D | +6.2% | +0.2% | +6.0% | +6.0% |
| 30D | -5.0% | +0.2% | -5.2% | -5.2% |
| 3M | -14.4% | +3.3% | -17.7% | -15.7% |
| 6M | +28.3% | -14.6% | +42.9% | +35.5% |
| YTD | +51.1% | +1.9% | +49.2% | +54.0% |
| 1Y | +100.4% | +20.9% | +79.5% | +95.8% |
| 3Y | +276.3% | +127.5% | +148.9% | +210.5% |
| 5Y | +452.1% | +141.9% | +310.1% | +315.0% |
| All | +452.1% | +141.6% | +310.5% | +315.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling