+1,628.0%
DIS vs KGC
+229.2%
+1,398.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.0% | -3.4% | -0.5% |
| 7D | +5.2% | +10.5% | -5.2% | +5.0% |
| 30D | +11.5% | -4.1% | +15.5% | +11.5% |
| 3M | +11.5% | -13.1% | +24.6% | +11.8% |
| 6M | +8.9% | -27.5% | +36.4% | +9.5% |
| YTD | +3.4% | -20.7% | +24.1% | +3.7% |
| 1Y | +7.2% | -6.1% | +13.3% | +7.1% |
| 3Y | +43.3% | +318.6% | -275.3% | +38.4% |
| 5Y | -31.4% | +289.9% | -321.4% | -34.0% |
| 10Y | +37.1% | +501.8% | -464.8% | +30.6% |
| All | +1,628.0% | +229.2% | +1,398.8% | +1,721.0% |
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