+1,751.5%
CLS vs KGC
+496.6%
+1,254.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +2.7% | +5.1% | +7.3% |
| 7D | -10.6% | +11.1% | -21.7% | -12.8% |
| 30D | -38.4% | -3.7% | -34.7% | -38.0% |
| 3M | -29.9% | -17.2% | -12.6% | -27.3% |
| 6M | -40.6% | -27.3% | -13.4% | -37.0% |
| YTD | -24.6% | -18.5% | -6.1% | -21.8% |
| 1Y | -30.8% | -5.7% | -25.1% | -30.0% |
| 3Y | +811.7% | +336.5% | +475.3% | +607.2% |
| 5Y | +1,838.4% | +298.7% | +1,539.7% | +1,377.9% |
| 10Y | +1,751.5% | +538.5% | +1,212.9% | +1,282.4% |
| All | +1,751.5% | +496.6% | +1,254.9% | +1,282.4% |
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 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