+8,077.9%
AMD vs KGC
+506.2%
+7,571.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.7% | -3.2% | +17.9% | +15.4% |
| 7D | +6.5% | +8.0% | -1.6% | +4.6% |
| 30D | -15.3% | -9.3% | -6.0% | -13.7% |
| 3M | +9.7% | -21.3% | +31.0% | +14.4% |
| 6M | +13.2% | -31.5% | +44.7% | +21.1% |
| YTD | +140.6% | -23.2% | +163.8% | +151.3% |
| 1Y | +111.2% | -15.0% | +126.2% | +116.7% |
| 3Y | +334.4% | +328.7% | +5.7% | +228.3% |
| 5Y | +268.3% | +262.9% | +5.5% | +176.5% |
| 10Y | +8,077.9% | +568.9% | +7,509.1% | +5,818.8% |
| All | +8,077.9% | +506.2% | +7,571.7% | +5,818.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling