+39.4%
APA vs KGC
-10.3%
+49.7%
-27.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -2.3% | -0.9% | -3.9% |
| 7D | +0.5% | -1.3% | +1.8% | +0.2% |
| 30D | +23.4% | +20.3% | +3.1% | +31.9% |
| 3M | +12.7% | +8.1% | +4.6% | +15.8% |
| 6M | +39.4% | -8.8% | +48.2% | +36.3% |
| All | +39.4% | -10.3% | +49.7% | +36.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling