+6,642.4%
ABT vs KGC
+357.0%
+6,285.4%
-45.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -2.3% | +1.9% | -0.4% |
| 7D | -3.7% | -1.3% | -2.4% | -3.7% |
| 30D | +2.5% | +20.3% | -17.8% | +2.3% |
| 3M | +20.2% | +8.1% | +12.1% | +20.1% |
| 6M | -2.9% | -8.8% | +5.8% | -2.9% |
| YTD | -11.9% | +10.1% | -22.0% | -12.1% |
| 1Y | -16.5% | +44.2% | -60.8% | -16.9% |
| 3Y | +12.1% | +533.0% | -520.9% | +10.1% |
| 5Y | -7.4% | +443.0% | -450.4% | -9.1% |
| 10Y | +210.7% | +678.6% | -467.9% | +204.7% |
| All | +6,642.4% | +357.0% | +6,285.4% | +6,825.9% |
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