+6,634.9%
CDNS vs KGC
+217.8%
+6,417.0%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.7% |
| 7D | -0.1% | +0.2% | -0.3% | -0.1% |
| 30D | -5.5% | -8.8% | +3.3% | -5.1% |
| 3M | +0.5% | -21.1% | +21.6% | +1.5% |
| 6M | -9.6% | -32.3% | +22.7% | -8.2% |
| YTD | +5.3% | -23.5% | +28.8% | +6.2% |
| 1Y | +3.4% | -15.0% | +18.3% | +3.7% |
| 3Y | +25.9% | +327.5% | -301.6% | +17.0% |
| 5Y | +85.8% | +244.3% | -158.5% | +73.0% |
| 10Y | +1,199.9% | +634.8% | +565.1% | +1,063.8% |
| All | +6,634.9% | +217.8% | +6,417.0% | +6,865.2% |
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