+11,671.2%
COST vs KGC
+346.4%
+11,324.8%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.3% | +1.7% | -0.6% |
| 7D | -3.2% | +2.4% | -5.6% | -3.2% |
| 30D | -4.0% | +9.2% | -13.2% | -4.0% |
| 3M | -6.5% | +16.7% | -23.2% | -6.5% |
| 6M | -8.5% | -7.0% | -1.5% | -8.5% |
| YTD | +6.0% | +7.5% | -1.5% | +5.9% |
| 1Y | -5.8% | +34.4% | -40.2% | -6.0% |
| 3Y | +71.8% | +552.0% | -480.1% | +70.5% |
| 5Y | +106.2% | +454.5% | -348.3% | +104.5% |
| 10Y | +602.0% | +658.7% | -56.6% | +599.8% |
| All | +11,671.2% | +346.4% | +11,324.8% | +12,161.6% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling