+18,237.3%
COR vs KGC
+61.5%
+18,175.9%
-71.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | +2.7% | +0.9% | +3.6% |
| 7D | +2.3% | +11.1% | -8.8% | +2.2% |
| 30D | +6.8% | -3.7% | +10.5% | +6.8% |
| 3M | +8.1% | -17.2% | +25.3% | +8.3% |
| 6M | +33.0% | -27.3% | +60.3% | +33.5% |
| YTD | +3.0% | -18.5% | +21.5% | +3.1% |
| 1Y | -3.4% | -5.7% | +2.3% | -3.6% |
| 3Y | +80.1% | +336.5% | -256.3% | +75.3% |
| 5Y | +194.7% | +298.7% | -104.0% | +186.2% |
| 10Y | +512.3% | +538.5% | -26.3% | +488.8% |
| All | +18,237.3% | +61.5% | +18,175.9% | +16,538.5% |
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