-5.5%
CI vs KGC
+43.6%
-49.1%
-21.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.4% |
| 7D | +1.3% | -1.3% | +2.6% | +1.3% |
| 30D | +4.4% | +20.3% | -15.8% | +4.9% |
| 3M | +0.7% | +8.1% | -7.4% | +0.6% |
| 6M | +0.3% | -8.8% | +9.1% | -0.3% |
| YTD | +3.8% | +10.1% | -6.2% | +6.8% |
| 1Y | -5.5% | +44.2% | -49.7% | +2.6% |
| All | -5.5% | +43.6% | -49.1% | +2.6% |
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 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