+112,225.0%
AMAT vs KGC
+238.3%
+111,986.7%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.7% | +8.6% | +11.2% |
| 7D | -1.1% | +11.1% | -12.2% | -1.6% |
| 30D | -26.9% | -3.7% | -23.2% | -26.8% |
| 3M | -31.2% | -17.2% | -14.0% | -30.6% |
| 6M | -14.7% | -27.3% | +12.6% | -13.5% |
| YTD | +44.7% | -18.5% | +63.2% | +45.9% |
| 1Y | +62.0% | -5.7% | +67.7% | +62.1% |
| 3Y | +165.0% | +336.5% | -171.5% | +145.7% |
| 5Y | +147.1% | +298.7% | -151.6% | +128.4% |
| 10Y | +1,315.3% | +538.5% | +776.7% | +1,169.5% |
| All | +112,225.0% | +238.3% | +111,986.7% | +92,461.8% |
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