+88.7%
AMZN vs KGC
+315.9%
-227.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.8% | +7.3% | +2.0% |
| 7D | +8.0% | +8.0% | 0.0% | +7.2% |
| 30D | +3.2% | -9.3% | +12.5% | +4.0% |
| 3M | -2.6% | -21.3% | +18.7% | -0.9% |
| 6M | -0.7% | -31.5% | +30.8% | +2.1% |
| YTD | +17.4% | -23.2% | +40.6% | +18.9% |
| 1Y | +9.0% | -15.0% | +24.1% | +9.6% |
| 3Y | +88.7% | +328.7% | -240.0% | +60.0% |
| All | +88.7% | +315.9% | -227.2% | +60.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling