+3,446.1%
CSGP vs KGC
+156.1%
+3,290.0%
-73.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +7.5% | -3.5% | +3.7% |
| 7D | +18.3% | -6.8% | +25.1% | +18.6% |
| 30D | +17.8% | -9.2% | +26.9% | +18.2% |
| 3M | +9.3% | -9.1% | +18.4% | +9.5% |
| 6M | -7.9% | -25.7% | +17.7% | -7.1% |
| YTD | -51.5% | -23.6% | -27.9% | -51.3% |
| 1Y | -53.3% | -4.3% | -49.0% | -53.6% |
| 3Y | -57.9% | +298.1% | -356.0% | -61.2% |
| 5Y | -61.3% | +288.1% | -349.4% | -64.6% |
| 10Y | +77.5% | +479.7% | -402.1% | +57.3% |
| All | +3,446.1% | +156.1% | +3,290.0% | +3,132.7% |
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