+220,352.3%
CSCO vs KGC
+379.9%
+219,972.4%
-89.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.3% | +2.8% | +0.6% |
| 7D | -0.7% | -1.3% | +0.6% | -0.6% |
| 30D | -10.1% | +20.3% | -30.4% | -10.6% |
| 3M | -15.7% | +8.1% | -23.8% | -15.9% |
| 6M | +36.3% | -8.8% | +45.0% | +36.4% |
| YTD | +43.8% | +10.1% | +33.8% | +43.1% |
| 1Y | +63.9% | +44.2% | +19.7% | +61.9% |
| 3Y | +104.4% | +533.0% | -428.7% | +93.8% |
| 5Y | +111.4% | +443.0% | -331.6% | +100.2% |
| 10Y | +361.7% | +678.6% | -316.9% | +329.6% |
| All | +220,352.3% | +379.9% | +219,972.4% | +216,605.7% |
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