+136,554.2%
AAPL vs KGC
+217.8%
+136,336.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -0.3% | +2.3% | +2.1% |
| 7D | +1.8% | +0.2% | +1.5% | +1.7% |
| 30D | +4.3% | -8.8% | +13.1% | +4.6% |
| 3M | +16.6% | -21.1% | +37.7% | +17.5% |
| 6M | +21.6% | -32.3% | +53.9% | +23.0% |
| YTD | +31.2% | -23.5% | +54.6% | +31.8% |
| 1Y | +29.6% | -15.0% | +44.5% | +29.7% |
| 3Y | +93.1% | +327.5% | -234.4% | +81.6% |
| 5Y | +146.2% | +244.3% | -98.1% | +131.8% |
| 10Y | +1,326.9% | +634.8% | +692.1% | +1,197.8% |
| All | +136,554.2% | +217.8% | +136,336.4% | +120,282.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling