+340.2%
COP vs KGC
+678.3%
-338.1%
-70.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.3% | +0.8% | +1.1% |
| 7D | -0.5% | -0.1% | -0.4% | -0.5% |
| 30D | +11.7% | +10.5% | +1.2% | +10.8% |
| 3M | +17.7% | +19.8% | -2.1% | +15.7% |
| 6M | +18.3% | -6.7% | +25.0% | +18.2% |
| YTD | +49.1% | +7.8% | +41.3% | +46.2% |
| 1Y | +53.3% | +35.7% | +17.6% | +46.4% |
| 3Y | +22.2% | +553.7% | -531.5% | -2.5% |
| 5Y | +193.3% | +461.7% | -268.4% | +133.0% |
| 10Y | +340.2% | +710.2% | -369.9% | +249.7% |
| All | +340.2% | +678.3% | -338.1% | +249.7% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling