+3,552.3%
ASX vs KGC
+1,819.4%
+1,732.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.4% |
| 7D | -0.7% | -1.3% | +0.6% | -0.6% |
| 30D | +2.0% | +20.3% | -18.3% | +0.6% |
| 3M | -1.3% | +8.1% | -9.4% | -2.0% |
| 6M | +71.4% | -8.8% | +80.2% | +72.0% |
| YTD | +135.3% | +10.1% | +125.3% | +133.1% |
| 1Y | +267.5% | +44.2% | +223.3% | +257.7% |
| 3Y | +388.5% | +533.0% | -144.5% | +333.5% |
| 5Y | +417.1% | +443.0% | -25.9% | +358.6% |
| 10Y | +872.7% | +678.6% | +194.2% | +737.2% |
| All | +3,552.3% | +1,819.4% | +1,732.9% | +4,342.9% |
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