+8.0%
AMT vs KGC
-15.5%
+23.5%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.3% | +0.2% | -0.1% |
| 7D | -2.4% | +0.2% | -2.6% | -2.4% |
| 30D | +4.2% | -8.8% | +13.0% | +4.4% |
| 3M | +13.4% | -21.1% | +34.5% | +14.2% |
| 6M | +9.4% | -32.3% | +41.7% | +11.2% |
| YTD | +11.7% | -23.5% | +35.1% | +12.4% |
| All | +8.0% | -15.5% | +23.5% | +8.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling