+5,143.6%
AON vs KGC
+357.0%
+4,786.6%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.3% | +1.1% | -1.2% |
| 7D | -9.1% | -1.3% | -7.8% | -9.1% |
| 30D | -10.2% | +20.3% | -30.5% | -10.5% |
| 3M | +0.5% | +8.1% | -7.6% | +0.3% |
| 6M | -4.8% | -8.8% | +3.9% | -4.8% |
| YTD | -8.0% | +10.1% | -18.0% | -8.3% |
| 1Y | -13.1% | +44.2% | -57.3% | -13.8% |
| 3Y | -1.3% | +533.0% | -534.3% | -4.5% |
| 5Y | +14.9% | +443.0% | -428.1% | +11.1% |
| 10Y | +214.9% | +678.6% | -463.6% | +201.8% |
| All | +5,143.6% | +357.0% | +4,786.6% | +4,737.9% |
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