+2,104.6%
CLS vs KGC
+156.1%
+1,948.5%
-96.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.0% | -2.5% | +0.2% |
| 7D | -22.2% | +10.5% | -32.6% | -23.1% |
| 30D | -44.4% | -4.1% | -40.3% | -44.2% |
| 3M | -34.3% | -13.1% | -21.2% | -33.5% |
| 6M | -50.1% | -27.5% | -22.5% | -48.6% |
| YTD | -30.1% | -20.7% | -9.4% | -28.7% |
| 1Y | -39.3% | -6.1% | -33.3% | -39.0% |
| 3Y | +732.7% | +318.6% | +414.1% | +633.1% |
| 5Y | +1,777.2% | +289.9% | +1,487.3% | +1,543.5% |
| 10Y | +1,645.6% | +501.8% | +1,143.8% | +1,341.8% |
| All | +2,104.6% | +156.1% | +1,948.5% | +1,924.9% |
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