+2,294.8%
AEP vs KGC
+218.7%
+2,076.1%
-62.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.8% | +6.2% | +0.5% |
| 7D | -0.8% | +8.0% | -8.8% | -1.0% |
| 30D | +4.9% | -9.3% | +14.2% | +5.1% |
| 3M | +4.9% | -21.3% | +26.2% | +5.4% |
| 6M | -0.3% | -31.5% | +31.2% | +0.5% |
| YTD | +14.3% | -23.2% | +37.5% | +14.7% |
| 1Y | +7.5% | -15.0% | +22.5% | +7.6% |
| 3Y | +82.6% | +328.7% | -246.1% | +74.1% |
| 5Y | +81.5% | +262.9% | -181.4% | +72.9% |
| 10Y | +203.2% | +568.9% | -365.7% | +182.3% |
| All | +2,294.8% | +218.7% | +2,076.1% | +2,171.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling