-3.6%
CNC vs KGC
+548.3%
-551.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.8% |
| 7D | -4.9% | -0.1% | -4.8% | -4.9% |
| 30D | -3.8% | +10.5% | -14.2% | -3.8% |
| 3M | -3.2% | +19.8% | -23.0% | -3.4% |
| 6M | +47.9% | -6.7% | +54.5% | +47.6% |
| YTD | +55.7% | +7.8% | +47.9% | +55.1% |
| 1Y | +106.2% | +35.7% | +70.6% | +105.2% |
| All | -3.6% | +548.3% | -551.8% | -6.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling