+109.8%
AAPL vs KGC
+454.1%
-344.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.3% | -0.5% | -0.3% |
| 7D | -3.0% | -0.1% | -2.9% | -3.0% |
| 30D | +2.3% | +10.5% | -8.2% | +1.1% |
| 3M | +8.6% | +19.8% | -11.2% | +6.2% |
| 6M | +21.6% | -6.7% | +28.2% | +21.5% |
| YTD | +16.3% | +7.8% | +8.5% | +14.0% |
| 1Y | +35.1% | +35.7% | -0.6% | +28.4% |
| 3Y | +79.4% | +553.7% | -474.3% | +38.1% |
| 5Y | +109.8% | +461.7% | -351.8% | +59.7% |
| All | +109.8% | +454.1% | -344.3% | +59.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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