+4,581.7%
AZN vs KGC
+683.2%
+3,898.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.3% | -2.2% | -1.9% |
| 7D | -2.9% | -0.1% | -2.8% | -2.9% |
| 30D | -3.1% | +10.5% | -13.5% | -3.5% |
| 3M | -14.4% | +19.8% | -34.2% | -15.2% |
| 6M | -19.5% | -6.7% | -12.8% | -19.4% |
| YTD | -13.8% | +7.8% | -21.5% | -14.4% |
| 1Y | -2.4% | +35.7% | -38.1% | -4.2% |
| 3Y | +21.3% | +553.7% | -532.4% | +10.8% |
| 5Y | +53.6% | +461.7% | -408.0% | +40.3% |
| 10Y | +220.1% | +710.2% | -490.0% | +183.9% |
| All | +4,581.7% | +683.2% | +3,898.5% | +3,789.7% |
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 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