-39.9%
ACN vs KGC
+562.0%
-601.9%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -3.3% |
| 7D | -1.5% | -1.3% | -0.2% | -1.5% |
| 30D | +9.4% | +20.3% | -10.9% | +9.2% |
| 3M | +5.6% | +8.1% | -2.4% | +5.6% |
| 6M | -9.3% | -8.8% | -0.5% | -9.2% |
| YTD | -29.0% | +10.1% | -39.0% | -29.3% |
| 1Y | -24.7% | +44.2% | -68.9% | -26.1% |
| All | -39.9% | +562.0% | -601.9% | -47.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling