+153.7%
ACN vs KGC
+506.2%
-352.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -5.8% | +7.4% | +2.0% |
| 7D | +1.6% | +8.0% | -6.5% | +1.0% |
| 30D | +24.6% | -9.3% | +34.0% | +25.2% |
| 3M | +46.2% | -21.3% | +67.5% | +48.1% |
| 6M | +46.2% | -31.5% | +77.7% | +49.0% |
| YTD | -0.9% | -23.2% | +22.4% | -0.3% |
| 1Y | +8.8% | -15.0% | +23.8% | +8.5% |
| 3Y | -14.3% | +328.7% | -343.0% | -26.2% |
| 5Y | -22.6% | +262.9% | -285.5% | -34.2% |
| 10Y | +153.7% | +568.9% | -415.2% | +120.0% |
| All | +153.7% | +506.2% | -352.5% | +120.0% |
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