+28.9%
ALL vs KGC
-15.6%
+44.5%
-19.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.4% |
| 7D | -2.6% | +0.2% | -2.8% | -2.5% |
| 30D | +12.7% | -8.8% | +21.5% | +11.8% |
| 3M | +0.4% | -21.1% | +21.5% | -1.5% |
| 6M | +23.8% | -32.3% | +56.1% | +21.1% |
| YTD | +27.8% | -23.5% | +51.2% | +22.9% |
| 1Y | +28.9% | -15.0% | +43.9% | +23.3% |
| All | +28.9% | -15.6% | +44.5% | +23.3% |
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