+88.5%
ACN vs KGC
+678.3%
-589.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +0.3% | -2.1% | -1.8% |
| 7D | -6.3% | -0.1% | -6.2% | -6.3% |
| 30D | -1.4% | +10.5% | -11.9% | -2.0% |
| 3M | +2.6% | +19.8% | -17.2% | +1.4% |
| 6M | -14.3% | -6.7% | -7.6% | -14.3% |
| YTD | -33.1% | +7.8% | -40.9% | -34.0% |
| 1Y | -28.8% | +35.7% | -64.5% | -31.1% |
| 3Y | -43.0% | +553.7% | -596.6% | -51.9% |
| 5Y | -44.0% | +461.7% | -505.7% | -53.2% |
| 10Y | +88.5% | +710.2% | -621.6% | +62.7% |
| All | +88.5% | +678.3% | -589.8% | +62.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling