+6,683.5%
CDNS vs KGC
+218.7%
+6,464.8%
-93.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.8% | +4.3% | -1.2% |
| 7D | +2.4% | +8.0% | -5.6% | +2.1% |
| 30D | -6.0% | -9.3% | +3.3% | -5.6% |
| 3M | -0.1% | -21.3% | +21.2% | +0.9% |
| 6M | -8.6% | -31.5% | +22.9% | -7.2% |
| YTD | +6.1% | -23.2% | +29.3% | +6.9% |
| 1Y | +0.8% | -15.0% | +15.9% | +1.1% |
| 3Y | +26.8% | +328.7% | -301.9% | +17.8% |
| 5Y | +86.9% | +262.9% | -176.0% | +73.7% |
| 10Y | +1,235.1% | +568.9% | +666.2% | +1,098.7% |
| All | +6,683.5% | +218.7% | +6,464.8% | +6,914.6% |
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