+20.7%
DHI vs KGC
+524.7%
-504.0%
-41.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.7% | +1.0% | +1.6% |
| 7D | -3.4% | -5.6% | +2.2% | -2.8% |
| 30D | -5.4% | +6.1% | -11.6% | -6.1% |
| 3M | -10.4% | +17.3% | -27.8% | -12.2% |
| 6M | -2.8% | -10.3% | +7.5% | -2.7% |
| YTD | -3.4% | +3.9% | -7.3% | -4.8% |
| 1Y | -22.9% | +25.7% | -48.6% | -25.6% |
| 3Y | +20.7% | +526.0% | -505.3% | -14.1% |
| All | +20.7% | +524.7% | -504.0% | -14.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling