+7,131.2%
CB vs KGC
+558.5%
+6,572.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | +3.0% | -4.8% | -1.9% |
| 7D | +0.2% | +10.5% | -10.2% | 0.0% |
| 30D | +9.1% | -4.1% | +13.1% | +9.1% |
| 3M | +3.4% | -13.1% | +16.5% | +3.7% |
| 6M | +14.1% | -27.5% | +41.6% | +14.8% |
| YTD | +18.0% | -20.7% | +38.7% | +18.2% |
| 1Y | +30.1% | -6.1% | +36.2% | +29.7% |
| 3Y | +71.8% | +318.6% | -246.8% | +63.9% |
| 5Y | +101.8% | +289.9% | -188.1% | +92.0% |
| 10Y | +252.1% | +501.8% | -249.7% | +226.8% |
| All | +7,131.2% | +558.5% | +6,572.7% | +6,188.2% |
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