+3,582.5%
ASX vs KGC
+1,235.0%
+2,347.5%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.3% | +6.9% | +6.6% |
| 7D | +0.8% | +0.2% | +0.6% | +0.8% |
| 30D | -20.4% | -8.8% | -11.6% | -19.9% |
| 3M | -2.1% | -21.1% | +18.9% | -0.7% |
| 6M | +8.2% | -32.3% | +40.5% | +10.9% |
| YTD | +137.3% | -23.5% | +160.7% | +140.8% |
| 1Y | +155.0% | -15.0% | +170.0% | +157.1% |
| 3Y | +397.9% | +327.5% | +70.4% | +353.8% |
| 5Y | +529.2% | +244.3% | +285.0% | +474.3% |
| 10Y | +1,007.5% | +634.8% | +372.8% | +867.9% |
| All | +3,582.5% | +1,235.0% | +2,347.5% | +4,489.5% |
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