+7,857.7%
CI vs KGC
+238.3%
+7,619.4%
-84.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.7% | -2.1% | +0.6% |
| 7D | +0.1% | +11.1% | -11.0% | 0.0% |
| 30D | +4.7% | -3.7% | +8.4% | +4.7% |
| 3M | +5.2% | -17.2% | +22.4% | +5.5% |
| 6M | +3.8% | -27.3% | +31.1% | +4.2% |
| YTD | +9.2% | -18.5% | +27.8% | +9.4% |
| 1Y | +14.3% | -5.7% | +20.0% | +14.1% |
| 3Y | +8.4% | +336.5% | -328.0% | +4.9% |
| 5Y | +50.0% | +298.7% | -248.7% | +44.9% |
| 10Y | +142.2% | +538.5% | -396.4% | +130.4% |
| All | +7,857.7% | +238.3% | +7,619.4% | +7,549.1% |
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