+7.2%
CNC vs KGC
+459.8%
-452.5%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -4.2% |
| 3M | -3.2% | +19.8% | -23.0% | -4.1% |
| 6M | +47.9% | -6.7% | +54.5% | +47.7% |
| YTD | +55.7% | +7.8% | +47.9% | +54.1% |
| 1Y | +106.2% | +35.7% | +70.6% | +101.2% |
| 3Y | -2.1% | +553.7% | -555.8% | -16.0% |
| All | +7.2% | +459.8% | -452.5% | -4.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling