+3,646.0%
ALL vs KGC
+668.2%
+2,977.7%
-77.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +3.0% | -7.5% | -4.6% |
| 7D | -1.9% | +10.5% | -12.4% | -2.3% |
| 30D | +13.8% | -4.1% | +17.8% | +13.9% |
| 3M | -7.0% | -13.1% | +6.1% | -6.7% |
| 6M | +18.0% | -27.5% | +45.6% | +19.0% |
| YTD | +24.2% | -20.7% | +44.9% | +24.4% |
| 1Y | +31.2% | -6.1% | +37.2% | +30.5% |
| 3Y | +107.5% | +318.6% | -211.1% | +94.2% |
| 5Y | +144.8% | +289.9% | -145.1% | +128.2% |
| 10Y | +375.8% | +501.8% | -126.1% | +329.7% |
| All | +3,646.0% | +668.2% | +2,977.7% | +3,135.2% |
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