+65.4%
CCI vs KGC
+567.0%
-501.6%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.3% | 0.0% | -0.3% |
| 7D | -3.4% | +0.2% | -3.6% | -3.4% |
| 30D | +9.9% | -8.8% | +18.8% | +10.7% |
| 3M | +22.7% | -21.1% | +43.8% | +25.0% |
| 6M | +0.8% | -32.3% | +33.1% | +3.8% |
| YTD | +4.1% | -23.5% | +27.6% | +5.3% |
| 1Y | -0.6% | -15.0% | +14.4% | -0.6% |
| 3Y | +9.4% | +327.5% | -318.1% | -8.6% |
| 5Y | -36.8% | +244.3% | -281.1% | -47.4% |
| 10Y | +65.4% | +634.8% | -569.3% | +32.0% |
| All | +65.4% | +567.0% | -501.6% | +32.0% |
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 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