+842.6%
ASX vs KGC
+496.6%
+346.1%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +2.7% | +5.9% | +8.1% |
| 7D | -12.3% | +11.1% | -23.4% | -14.0% |
| 30D | -26.0% | -3.7% | -22.2% | -25.5% |
| 3M | -8.1% | -17.2% | +9.1% | -5.4% |
| 6M | +1.4% | -27.3% | +28.7% | +6.4% |
| YTD | +115.6% | -18.5% | +134.1% | +121.0% |
| 1Y | +128.0% | -5.7% | +133.7% | +128.1% |
| 3Y | +371.4% | +336.5% | +34.9% | +266.1% |
| 5Y | +469.4% | +298.7% | +170.7% | +335.2% |
| 10Y | +842.6% | +538.5% | +304.1% | +569.2% |
| All | +842.6% | +496.6% | +346.1% | +569.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling