+2,563.5%
DUK vs KGC
+346.4%
+2,217.2%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.2% | +0.9% |
| 7D | +0.7% | +2.4% | -1.7% | +0.7% |
| 30D | -2.0% | +9.2% | -11.3% | -2.2% |
| 3M | +0.2% | +16.7% | -16.5% | -0.2% |
| 6M | -6.9% | -7.0% | +0.1% | -6.9% |
| YTD | +6.1% | +7.5% | -1.3% | +5.8% |
| 1Y | +4.4% | +34.4% | -29.9% | +3.5% |
| 3Y | +49.1% | +552.0% | -502.8% | +43.0% |
| 5Y | +39.6% | +454.5% | -415.0% | +33.7% |
| 10Y | +125.1% | +658.7% | -533.5% | +113.7% |
| All | +2,563.5% | +346.4% | +2,217.2% | +2,570.0% |
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