+32.3%
CCJ vs KGC
+43.6%
-11.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +1.3% |
| 7D | +0.7% | -1.3% | +2.0% | +1.4% |
| 30D | +6.9% | +20.3% | -13.4% | -3.4% |
| 3M | -11.6% | +8.1% | -19.7% | -15.8% |
| 6M | -16.2% | -8.8% | -7.5% | -13.9% |
| YTD | +10.1% | +10.1% | +0.1% | +2.6% |
| 1Y | +32.3% | +44.2% | -11.9% | +5.4% |
| All | +32.3% | +43.6% | -11.3% | +5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling