-6.6%
AON vs KGC
+548.3%
-554.8%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +0.3% | -3.8% | -3.5% |
| 7D | -7.9% | -0.1% | -7.8% | -7.9% |
| 30D | -14.6% | +10.5% | -25.1% | -14.4% |
| 3M | -7.9% | +19.8% | -27.7% | -7.4% |
| 6M | -8.0% | -6.7% | -1.3% | -7.7% |
| YTD | -13.2% | +7.8% | -21.0% | -13.5% |
| 1Y | -16.4% | +35.7% | -52.1% | -17.5% |
| All | -6.6% | +548.3% | -554.8% | -14.6% |
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