+1,776.3%
CVS vs KGC
+206.6%
+1,569.7%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.5% | +3.8% | +0.3% |
| 7D | +10.4% | -4.1% | +14.5% | +10.4% |
| 30D | +3.3% | -11.6% | +14.9% | +3.3% |
| 3M | -4.5% | -24.5% | +20.0% | -4.4% |
| 6M | -4.4% | -34.6% | +30.2% | -4.2% |
| YTD | +16.6% | -26.2% | +42.8% | +16.7% |
| 1Y | +15.3% | -20.1% | +35.4% | +15.4% |
| 3Y | +48.6% | +312.4% | -263.8% | +47.3% |
| 5Y | +12.9% | +224.9% | -212.0% | +11.9% |
| 10Y | +63.2% | +608.7% | -545.6% | +61.3% |
| All | +1,776.3% | +206.6% | +1,569.7% | +1,821.4% |
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