+5,315.6%
CL vs KGC
+229.2%
+5,086.4%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.0% | -5.2% | -2.2% |
| 7D | +1.3% | +10.5% | -9.1% | +1.1% |
| 30D | +11.4% | -4.1% | +15.4% | +11.4% |
| 3M | +4.4% | -13.1% | +17.5% | +4.6% |
| 6M | +10.8% | -27.5% | +38.3% | +11.3% |
| YTD | +25.1% | -20.7% | +45.8% | +25.4% |
| 1Y | +28.0% | -6.1% | +34.0% | +27.7% |
| 3Y | +37.6% | +318.6% | -281.0% | +32.6% |
| 5Y | +39.7% | +289.9% | -250.2% | +34.3% |
| 10Y | +75.8% | +501.8% | -426.1% | +66.4% |
| All | +5,315.6% | +229.2% | +5,086.4% | +5,072.7% |
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