+2,944.0%
CLS vs KGC
+645.2%
+2,298.8%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | -2.3% | +8.0% | +6.1% |
| 7D | +12.8% | +2.4% | +10.3% | +12.2% |
| 30D | +3.8% | +9.2% | -5.4% | +1.7% |
| 3M | -14.6% | +16.7% | -31.4% | -17.9% |
| 6M | +32.2% | -7.0% | +39.2% | +33.5% |
| YTD | +11.6% | +7.5% | +4.1% | +9.3% |
| 1Y | +35.1% | +34.4% | +0.7% | +27.1% |
| 3Y | +1,312.5% | +552.0% | +760.6% | +923.1% |
| 5Y | +3,542.1% | +454.5% | +3,087.5% | +2,527.4% |
| 10Y | +2,944.0% | +658.7% | +2,285.3% | +2,099.6% |
| All | +2,944.0% | +645.2% | +2,298.8% | +2,099.6% |
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 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