+96,674.4%
AMAT vs KGC
+219.6%
+96,454.8%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | +0.8% | -14.4% | -13.6% |
| 7D | -24.3% | 0.0% | -24.2% | -24.3% |
| 30D | -39.8% | -9.3% | -30.5% | -39.5% |
| 3M | -40.2% | -15.9% | -24.3% | -39.7% |
| 6M | -22.1% | -24.9% | +2.7% | -21.1% |
| YTD | +24.7% | -23.0% | +47.7% | +26.0% |
| 1Y | +33.3% | -9.9% | +43.2% | +33.7% |
| 3Y | +133.9% | +301.2% | -167.4% | +117.7% |
| 5Y | +117.1% | +278.5% | -161.5% | +101.2% |
| 10Y | +1,158.7% | +484.3% | +674.4% | +1,033.3% |
| All | +96,674.4% | +219.6% | +96,454.8% | +79,874.1% |
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 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