+45.8%
AMZN vs KGC
+450.8%
-405.0%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.3% |
| 7D | +0.8% | +2.4% | -1.6% | +0.4% |
| 30D | -6.4% | +9.2% | -15.6% | -7.8% |
| 3M | +4.8% | +16.7% | -12.0% | +1.8% |
| 6M | +20.5% | -7.0% | +27.5% | +20.8% |
| YTD | +11.3% | +7.5% | +3.8% | +8.2% |
| 1Y | +9.0% | +34.4% | -25.4% | +1.3% |
| 3Y | +85.9% | +552.0% | -466.1% | +20.2% |
| 5Y | +45.8% | +454.5% | -408.7% | -8.1% |
| All | +45.8% | +450.8% | -405.0% | -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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling