+54.5%
ADI vs KGC
+28.2%
+26.3%
-20.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.7% | +4.2% | +4.7% |
| 7D | +4.6% | -5.6% | +10.2% | +5.8% |
| 30D | -1.2% | +6.1% | -7.3% | -2.6% |
| 3M | -7.8% | +17.3% | -25.1% | -11.2% |
| 6M | +19.3% | -10.3% | +29.6% | +20.1% |
| YTD | +40.9% | +3.9% | +37.1% | +38.5% |
| 1Y | +54.5% | +25.7% | +28.8% | +49.1% |
| All | +54.5% | +28.2% | +26.3% | +49.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling