+263,909.3%
AMZN vs KGC
+95.9%
+263,813.5%
-94.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -2.3% | +2.1% | -0.1% |
| 7D | -3.0% | -1.3% | -1.7% | -2.9% |
| 30D | -5.2% | +20.3% | -25.5% | -5.7% |
| 3M | +1.9% | +8.1% | -6.2% | +1.6% |
| 6M | +19.2% | -8.8% | +28.0% | +19.3% |
| YTD | +12.0% | +10.1% | +1.9% | +11.5% |
| 1Y | +9.7% | +44.2% | -34.5% | +8.3% |
| 3Y | +87.2% | +533.0% | -445.9% | +77.7% |
| 5Y | +48.7% | +443.0% | -394.3% | +40.9% |
| 10Y | +569.3% | +678.6% | -109.2% | +531.7% |
| All | +263,909.3% | +95.9% | +263,813.5% | +230,826.4% |
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