+1,354.0%
ABBV vs KGC
+134.2%
+1,219.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | 0.0% | +0.2% |
| 7D | +1.3% | -6.7% | +7.9% | +1.3% |
| 30D | +4.7% | -6.7% | +11.4% | +4.8% |
| 3M | +18.3% | -22.6% | +40.9% | +18.6% |
| 6M | +43.4% | -33.4% | +76.8% | +43.8% |
| YTD | +33.0% | -26.0% | +59.0% | +33.2% |
| 1Y | +30.8% | -18.3% | +49.1% | +30.9% |
| 3Y | +135.1% | +315.8% | -180.7% | +132.6% |
| 5Y | +201.2% | +225.7% | -24.5% | +197.6% |
| 10Y | +602.7% | +610.5% | -7.8% | +603.6% |
| All | +1,354.0% | +134.2% | +1,219.8% | +1,373.7% |
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 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