+14,609.3%
DE vs KGC
+357.0%
+14,252.3%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.3% | +2.2% | 0.0% |
| 7D | +10.0% | -1.3% | +11.3% | +10.1% |
| 30D | +13.3% | +20.3% | -7.0% | +12.1% |
| 3M | +17.5% | +8.1% | +9.4% | +16.8% |
| 6M | +13.6% | -8.8% | +22.3% | +13.8% |
| YTD | +49.8% | +10.1% | +39.7% | +48.2% |
| 1Y | +47.9% | +44.2% | +3.6% | +43.8% |
| 3Y | +72.5% | +533.0% | -460.5% | +53.4% |
| 5Y | +90.2% | +443.0% | -352.8% | +69.0% |
| 10Y | +865.4% | +678.6% | +186.8% | +718.0% |
| All | +14,609.3% | +357.0% | +14,252.3% | +12,951.9% |
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