+156.8%
BITO vs KGC
+520.4%
-363.6%
-54.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -4.3% | +3.0% | -0.5% |
| 7D | -5.8% | -8.4% | +2.6% | -4.2% |
| 30D | +21.1% | +6.3% | +14.8% | +20.0% |
| 3M | +23.5% | +22.4% | +1.1% | +19.3% |
| 6M | +8.3% | -11.4% | +19.7% | +9.5% |
| YTD | -13.9% | +3.1% | -17.0% | -15.0% |
| 1Y | -34.5% | +26.6% | -61.1% | -37.5% |
| All | +156.8% | +520.4% | -363.6% | +97.8% |
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