+7,463.6%
CI vs KGC
+357.0%
+7,106.6%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.3% | +1.0% | -1.3% |
| 7D | +1.3% | -1.3% | +2.6% | +1.3% |
| 30D | +4.4% | +20.3% | -15.8% | +4.1% |
| 3M | +0.7% | +8.1% | -7.4% | +0.4% |
| 6M | +0.3% | -8.8% | +9.1% | +0.4% |
| YTD | +3.8% | +10.1% | -6.2% | +3.5% |
| 1Y | -5.5% | +44.2% | -49.7% | -6.3% |
| 3Y | +8.1% | +533.0% | -524.9% | +4.0% |
| 5Y | +42.8% | +443.0% | -400.2% | +37.2% |
| 10Y | +143.9% | +678.6% | -534.7% | +131.2% |
| All | +7,463.6% | +357.0% | +7,106.6% | +7,136.4% |
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 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