+22.5%
CCI vs KGC
+678.3%
-655.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.3% | -1.3% | -1.1% |
| 7D | -0.3% | -0.1% | -0.2% | -0.3% |
| 30D | +2.1% | +10.5% | -8.3% | +1.1% |
| 3M | -17.8% | +19.8% | -37.6% | -19.4% |
| 6M | -14.2% | -6.7% | -7.5% | -14.1% |
| YTD | -13.3% | +7.8% | -21.1% | -14.9% |
| 1Y | -16.6% | +35.7% | -52.3% | -20.2% |
| 3Y | -10.8% | +553.7% | -564.5% | -28.5% |
| 5Y | -50.3% | +461.7% | -512.0% | -60.3% |
| 10Y | +22.5% | +710.2% | -687.7% | -4.4% |
| All | +22.5% | +678.3% | -655.8% | -4.4% |
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