+67.1%
CCI vs KGC
+635.9%
-568.8%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -3.5% | +4.2% | +1.0% |
| 7D | -1.4% | -4.1% | +2.7% | -1.1% |
| 30D | +12.7% | -11.6% | +24.4% | +13.8% |
| 3M | +23.0% | -24.5% | +47.6% | +25.8% |
| 6M | +0.6% | -34.6% | +35.2% | +3.9% |
| YTD | +4.9% | -26.2% | +31.0% | +6.4% |
| 1Y | +0.7% | -20.1% | +20.8% | +1.3% |
| 3Y | +10.2% | +312.4% | -302.2% | -7.7% |
| 5Y | -36.4% | +224.9% | -261.4% | -46.8% |
| All | +67.1% | +635.9% | -568.8% | +34.1% |
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