+397.7%
BAC vs KGC
+678.3%
-280.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.2% | +0.4% |
| 7D | +0.6% | -0.1% | +0.7% | +0.6% |
| 30D | -1.4% | +10.5% | -11.8% | -1.6% |
| 3M | +15.7% | +19.8% | -4.0% | +15.2% |
| 6M | +32.2% | -6.7% | +38.9% | +32.1% |
| YTD | +15.8% | +7.8% | +8.0% | +15.3% |
| 1Y | +27.3% | +35.7% | -8.4% | +26.2% |
| 3Y | +137.5% | +553.7% | -416.2% | +129.3% |
| 5Y | +73.1% | +461.7% | -388.6% | +65.6% |
| 10Y | +397.7% | +710.2% | -312.4% | +421.7% |
| All | +397.7% | +678.3% | -280.6% | +421.7% |
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 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