+1,180.8%
DVN vs KGC
+346.4%
+834.5%
-94.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.0% | +0.9% |
| 7D | -1.3% | +2.4% | -3.8% | -1.6% |
| 30D | +12.6% | +9.2% | +3.4% | +11.5% |
| 3M | +8.1% | +16.7% | -8.6% | +5.9% |
| 6M | +10.2% | -7.0% | +17.2% | +9.7% |
| YTD | +33.8% | +7.5% | +26.3% | +30.6% |
| 1Y | +43.9% | +34.4% | +9.5% | +36.7% |
| 3Y | +1.7% | +552.0% | -550.2% | -19.5% |
| 5Y | +119.6% | +454.5% | -334.9% | +74.8% |
| 10Y | +53.7% | +658.7% | -604.9% | +13.1% |
| All | +1,180.8% | +346.4% | +834.5% | +768.5% |
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