+26.4%
AZN vs KGC
+520.4%
-494.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -4.3% | +6.0% | +2.1% |
| 7D | -3.1% | -8.4% | +5.3% | -2.4% |
| 30D | +0.6% | +6.3% | -5.8% | 0.0% |
| 3M | -10.8% | +22.4% | -33.2% | -12.5% |
| 6M | -18.1% | -11.4% | -6.7% | -17.8% |
| YTD | -12.3% | +3.1% | -15.4% | -13.2% |
| 1Y | -0.2% | +26.6% | -26.8% | -3.2% |
| All | +26.4% | +520.4% | -494.0% | -0.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling