+7,619.6%
KLAC vs IAU
+875.8%
+6,743.8%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IAU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -0.8% | +8.2% | +7.4% |
| 7D | +5.7% | -0.5% | +6.2% | +5.8% |
| 30D | -3.6% | +4.4% | -8.1% | -4.2% |
| 3M | -12.8% | -1.1% | -11.8% | -12.7% |
| 6M | +26.1% | -13.7% | +39.8% | +28.2% |
| YTD | +53.3% | +2.7% | +50.6% | +53.9% |
| 1Y | +113.7% | +24.6% | +89.0% | +111.3% |
| 3Y | +274.9% | +126.8% | +148.0% | +254.4% |
| 5Y | +470.1% | +139.5% | +330.7% | +435.3% |
| 10Y | +2,997.0% | +226.3% | +2,770.8% | +2,792.3% |
| All | +7,619.6% | +875.8% | +6,743.8% | +6,772.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling