+3,313.5%
DELL vs KGC
+370.1%
+2,943.4%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.8% | -0.3% | +12.0% | +11.8% |
| 7D | +0.4% | +0.2% | +0.1% | +0.3% |
| 30D | -35.1% | -8.8% | -26.3% | -34.4% |
| 3M | -15.1% | -21.1% | +5.9% | -12.7% |
| 6M | +51.7% | -32.3% | +84.0% | +58.7% |
| YTD | +200.0% | -23.5% | +223.4% | +208.6% |
| 1Y | +172.1% | -15.0% | +187.1% | +176.9% |
| 3Y | +431.2% | +327.5% | +103.7% | +356.2% |
| 5Y | +633.1% | +244.3% | +388.8% | +522.9% |
| 10Y | +2,886.3% | +634.8% | +2,251.6% | +2,534.2% |
| All | +3,313.5% | +370.1% | +2,943.4% | +2,951.3% |
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