+9.4%
AMZN vs KGC
+28.8%
-19.4%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -4.3% | +4.1% | +0.1% |
| 7D | -2.7% | -8.4% | +5.7% | -2.1% |
| 30D | -7.5% | +6.3% | -13.8% | -8.1% |
| 3M | +5.8% | +22.4% | -16.6% | +3.9% |
| 6M | +17.5% | -11.4% | +28.9% | +17.4% |
| YTD | +9.1% | +3.1% | +6.0% | +9.0% |
| 1Y | +9.4% | +26.6% | -17.3% | +10.1% |
| All | +9.4% | +28.8% | -19.4% | +10.1% |
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