+5,984.3%
CRH vs KGC
+328.3%
+5,656.0%
-65.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -4.3% | +2.4% | -1.6% |
| 7D | -4.8% | -8.4% | +3.7% | -4.3% |
| 30D | -13.1% | +6.3% | -19.5% | -13.5% |
| 3M | -12.0% | +22.4% | -34.4% | -13.1% |
| 6M | -16.9% | -11.4% | -5.5% | -16.5% |
| YTD | -29.0% | +3.1% | -32.1% | -29.3% |
| 1Y | -20.3% | +26.6% | -46.9% | -21.8% |
| 3Y | +69.2% | +525.6% | -456.3% | +51.2% |
| 5Y | +94.6% | +451.7% | -357.0% | +73.7% |
| 10Y | +250.3% | +675.3% | -425.0% | +201.0% |
| All | +5,984.3% | +328.3% | +5,656.0% | +5,505.1% |
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