+55.6%
AMZN vs KGC
+265.7%
-210.1%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -5.8% | +7.3% | +2.4% |
| 7D | +8.0% | +8.0% | 0.0% | +6.7% |
| 30D | +3.2% | -9.3% | +12.5% | +4.6% |
| 3M | -2.6% | -21.3% | +18.7% | +0.4% |
| 6M | -0.7% | -31.5% | +30.8% | +4.2% |
| YTD | +17.4% | -23.2% | +40.6% | +19.5% |
| 1Y | +9.0% | -15.0% | +24.1% | +9.1% |
| 3Y | +88.7% | +328.7% | -240.0% | +29.0% |
| 5Y | +55.6% | +262.9% | -207.3% | +4.7% |
| All | +55.6% | +265.7% | -210.1% | +4.7% |
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