-32.9%
DOCS vs KGC
-20.2%
-12.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.4% |
| 7D | +2.6% | -6.7% | +9.2% | +3.5% |
| 30D | +11.4% | -6.7% | +18.1% | +12.2% |
| 3M | +25.4% | -22.6% | +48.0% | +28.3% |
| 6M | +42.5% | -33.4% | +76.0% | +45.2% |
| YTD | -24.7% | -26.0% | +1.3% | -26.1% |
| 1Y | -32.9% | -18.3% | -14.6% | -35.8% |
| All | -32.9% | -20.2% | -12.7% | -35.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling