+3,716.0%
ALL vs KGC
+966.4%
+2,749.6%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +0.9% | -1.3% |
| 7D | 0.0% | -1.3% | +1.3% | +0.1% |
| 30D | -1.5% | +20.3% | -21.8% | -2.2% |
| 3M | +23.6% | +8.1% | +15.5% | +23.1% |
| 6M | +22.3% | -8.8% | +31.1% | +22.4% |
| YTD | +26.5% | +10.1% | +16.5% | +25.5% |
| 1Y | +27.0% | +44.2% | -17.2% | +24.5% |
| 3Y | +149.6% | +533.0% | -383.4% | +130.4% |
| 5Y | +118.1% | +443.0% | -324.9% | +101.1% |
| 10Y | +369.0% | +678.6% | -309.6% | +320.0% |
| All | +3,716.0% | +966.4% | +2,749.6% | +3,162.0% |
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