+64,930.0%
AMGN vs KGC
+207.3%
+64,722.7%
-60.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.3% |
| 7D | +1.1% | -6.7% | +7.8% | +1.2% |
| 30D | +9.3% | -6.7% | +15.9% | +9.3% |
| 3M | +12.1% | -22.6% | +34.7% | +12.3% |
| 6M | +40.3% | -33.4% | +73.7% | +40.6% |
| YTD | +45.2% | -26.0% | +71.2% | +45.4% |
| 1Y | +42.4% | -18.3% | +60.7% | +42.6% |
| 3Y | +91.0% | +315.8% | -224.8% | +89.7% |
| 5Y | +157.4% | +225.7% | -68.3% | +155.4% |
| 10Y | +321.0% | +610.5% | -289.4% | +319.6% |
| All | +64,930.0% | +207.3% | +64,722.7% | +71,197.8% |
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