-24.4%
ACN vs KGC
+296.2%
-320.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +2.7% | -5.1% | -2.6% |
| 7D | -2.5% | +11.1% | -13.7% | -3.4% |
| 30D | +22.6% | -3.7% | +26.4% | +22.8% |
| 3M | +45.9% | -17.2% | +63.1% | +48.0% |
| 6M | +43.8% | -27.3% | +71.1% | +47.1% |
| YTD | -2.5% | -18.5% | +16.1% | -2.4% |
| 1Y | +6.5% | -5.7% | +12.2% | +4.6% |
| 3Y | -14.2% | +336.5% | -350.6% | -36.8% |
| 5Y | -24.4% | +298.7% | -323.1% | -46.5% |
| All | -24.4% | +296.2% | -320.6% | -46.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling