+19,095.1%
CAT vs KGC
+217.8%
+18,877.2%
-73.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.3% | +3.2% | +2.9% |
| 7D | +1.7% | +0.2% | +1.5% | +1.7% |
| 30D | -24.6% | -8.8% | -15.7% | -24.2% |
| 3M | -28.5% | -21.1% | -7.4% | -27.6% |
| 6M | -34.8% | -32.3% | -2.5% | -33.5% |
| YTD | +5.9% | -23.5% | +29.4% | +7.1% |
| 1Y | +6.8% | -15.0% | +21.8% | +7.4% |
| 3Y | +161.1% | +327.5% | -166.4% | +139.0% |
| 5Y | +213.4% | +244.3% | -30.9% | +187.6% |
| 10Y | +700.3% | +634.8% | +65.6% | +589.4% |
| All | +19,095.1% | +217.8% | +18,877.2% | +16,574.0% |
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