+14,219.4%
DE vs KGC
+207.3%
+14,012.1%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -1.0% | -0.8% |
| 7D | +0.3% | -6.7% | +6.9% | +0.7% |
| 30D | +3.6% | -6.7% | +10.2% | +3.9% |
| 3M | +10.2% | -22.6% | +32.8% | +11.6% |
| 6M | +16.6% | -33.4% | +50.0% | +18.8% |
| YTD | +45.8% | -26.0% | +71.8% | +47.3% |
| 1Y | +43.9% | -18.3% | +62.2% | +44.4% |
| 3Y | +89.6% | +315.8% | -226.2% | +72.3% |
| 5Y | +100.3% | +225.7% | -125.4% | +82.8% |
| 10Y | +760.8% | +610.5% | +150.3% | +633.8% |
| All | +14,219.4% | +207.3% | +14,012.1% | +12,868.0% |
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