+1,090.4%
CCI vs KGC
+261.8%
+828.6%
-97.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -5.8% | +7.5% | +2.0% |
| 7D | +3.2% | +8.0% | -4.8% | +2.9% |
| 30D | +12.2% | -9.3% | +21.5% | +12.6% |
| 3M | +23.1% | -21.3% | +44.5% | +24.2% |
| 6M | +1.3% | -31.5% | +32.7% | +2.5% |
| YTD | +4.5% | -23.2% | +27.7% | +5.1% |
| 1Y | +2.3% | -15.0% | +17.3% | +2.4% |
| 3Y | +9.8% | +328.7% | -318.9% | +2.3% |
| 5Y | -36.5% | +262.9% | -299.4% | -40.9% |
| 10Y | +64.7% | +568.9% | -504.2% | +48.7% |
| All | +1,090.4% | +261.8% | +828.6% | +1,019.8% |
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