+20,872.3%
CPRT vs KGC
+106.4%
+20,765.9%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.0% | -4.6% | -1.7% |
| 7D | +6.0% | +10.5% | -4.4% | +5.7% |
| 30D | +20.0% | -4.1% | +24.1% | +20.2% |
| 3M | +10.1% | -13.1% | +23.2% | +10.6% |
| 6M | -4.3% | -27.5% | +23.2% | -3.4% |
| YTD | -18.4% | -20.7% | +2.3% | -18.0% |
| 1Y | -20.1% | -6.1% | -14.0% | -20.3% |
| 3Y | -30.4% | +318.6% | -349.0% | -34.5% |
| 5Y | -17.0% | +289.9% | -306.9% | -22.2% |
| 10Y | +403.2% | +501.8% | -98.6% | +360.1% |
| All | +20,872.3% | +106.4% | +20,765.9% | +18,107.5% |
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