+8.9%
CRCL vs KGC
+86.2%
-77.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.4% | 0.0% |
| 7D | -11.2% | -5.6% | -5.6% | -9.2% |
| 30D | +27.1% | +6.1% | +21.0% | +25.3% |
| 3M | +9.6% | +17.3% | -7.7% | +4.5% |
| 6M | -19.7% | -10.3% | -9.4% | -18.0% |
| YTD | +14.2% | +3.9% | +10.4% | +13.8% |
| 1Y | -32.2% | +25.7% | -58.0% | -34.3% |
| All | +8.9% | +86.2% | -77.4% | -4.2% |
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