+60,958.4%
AMGN vs KGC
+357.0%
+60,601.4%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.3% | +0.7% | -1.5% |
| 7D | +1.1% | -1.3% | +2.4% | +1.1% |
| 30D | +7.8% | +20.3% | -12.4% | +7.7% |
| 3M | +27.3% | +8.1% | +19.2% | +27.1% |
| 6M | +16.8% | -8.8% | +25.6% | +16.8% |
| YTD | +36.3% | +10.1% | +26.3% | +36.2% |
| 1Y | +60.4% | +44.2% | +16.2% | +60.0% |
| 3Y | +86.3% | +533.0% | -446.7% | +84.5% |
| 5Y | +125.7% | +443.0% | -317.3% | +123.3% |
| 10Y | +247.0% | +678.6% | -431.5% | +244.5% |
| All | +60,958.4% | +357.0% | +60,601.4% | +66,657.0% |
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