-5.7%
AMT vs KGC
+34.5%
-40.3%
-15.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.3% | 0.0% |
| 7D | -0.2% | +2.4% | -2.6% | -0.2% |
| 30D | +1.8% | +9.2% | -7.4% | +1.8% |
| 3M | -6.2% | +16.7% | -22.9% | -6.1% |
| 6M | -5.0% | -7.0% | +2.0% | -4.3% |
| YTD | +2.1% | +7.5% | -5.4% | +2.3% |
| 1Y | -5.7% | +34.4% | -40.1% | -6.1% |
| All | -5.7% | +34.5% | -40.3% | -6.1% |
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