+4,681.2%
DELL vs KGC
+575.9%
+4,105.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -2.3% | +3.8% | +1.8% |
| 7D | +14.9% | -1.3% | +16.2% | +15.1% |
| 30D | +13.3% | +20.3% | -7.0% | +10.6% |
| 3M | +24.4% | +8.1% | +16.3% | +22.8% |
| 6M | +258.0% | -8.8% | +266.8% | +259.6% |
| YTD | +320.2% | +10.1% | +310.1% | +312.9% |
| 1Y | +319.1% | +44.2% | +274.8% | +299.6% |
| 3Y | +706.5% | +533.0% | +173.5% | +559.5% |
| 5Y | +1,071.9% | +443.0% | +628.9% | +847.7% |
| 10Y | +4,683.5% | +678.6% | +4,004.9% | +3,952.6% |
| All | +4,681.2% | +575.9% | +4,105.4% | +3,983.1% |
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