+12,289.5%
DHI vs KGC
+1,399.0%
+10,890.5%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.3% | +1.9% | -2.2% |
| 7D | -6.1% | -8.4% | +2.3% | -5.7% |
| 30D | -10.1% | +6.3% | -16.4% | -10.4% |
| 3M | -7.3% | +22.4% | -29.8% | -8.3% |
| 6M | -6.1% | -11.4% | +5.3% | -5.8% |
| YTD | -5.0% | +3.1% | -8.2% | -5.5% |
| 1Y | -22.1% | +26.6% | -48.7% | -23.4% |
| 3Y | +19.2% | +525.6% | -506.4% | +8.3% |
| 5Y | +59.4% | +451.7% | -392.2% | +44.7% |
| 10Y | +401.8% | +675.3% | -273.5% | +343.6% |
| All | +12,289.5% | +1,399.0% | +10,890.5% | +12,797.5% |
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