+1,431.6%
AMT vs KGC
+146.9%
+1,284.7%
-98.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.0% | -5.7% | -2.8% |
| 7D | +0.5% | +10.5% | -9.9% | 0.0% |
| 30D | +13.6% | -4.1% | +17.7% | +13.8% |
| 3M | +11.5% | -13.1% | +24.5% | +12.1% |
| 6M | +6.9% | -27.5% | +34.5% | +8.4% |
| YTD | +10.8% | -20.7% | +31.5% | +11.4% |
| 1Y | +10.3% | -6.1% | +16.4% | +9.8% |
| 3Y | +12.4% | +318.6% | -306.2% | +2.3% |
| 5Y | -20.1% | +289.9% | -310.0% | -27.6% |
| 10Y | +116.8% | +501.8% | -385.0% | +88.6% |
| All | +1,431.6% | +146.9% | +1,284.7% | +1,323.3% |
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