+84.9%
CL vs KGC
+506.2%
-421.4%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.8% | +5.9% | +0.4% |
| 7D | +2.6% | +8.0% | -5.4% | +2.2% |
| 30D | +11.8% | -9.3% | +21.1% | +12.1% |
| 3M | +5.9% | -21.3% | +27.2% | +6.8% |
| 6M | +13.3% | -31.5% | +44.8% | +14.8% |
| YTD | +27.1% | -23.2% | +50.4% | +27.7% |
| 1Y | +28.0% | -15.0% | +43.0% | +27.9% |
| 3Y | +39.4% | +328.7% | -289.3% | +26.6% |
| 5Y | +40.8% | +262.9% | -222.1% | +27.5% |
| 10Y | +84.9% | +568.9% | -484.0% | +63.3% |
| All | +84.9% | +506.2% | -421.4% | +63.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling