+395.7%
EFA vs KGC
+1,381.1%
-985.3%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.3% | +2.4% | +0.4% |
| 7D | +0.6% | -1.3% | +1.9% | +0.7% |
| 30D | +0.9% | +20.3% | -19.4% | -1.1% |
| 3M | +4.9% | +8.1% | -3.2% | +3.7% |
| 6M | +8.6% | -8.8% | +17.3% | +9.0% |
| YTD | +14.6% | +10.1% | +4.6% | +12.6% |
| 1Y | +22.6% | +44.2% | -21.6% | +17.0% |
| 3Y | +66.5% | +533.0% | -466.5% | +36.1% |
| 5Y | +54.5% | +443.0% | -388.5% | +26.3% |
| 10Y | +144.8% | +678.6% | -533.8% | +84.6% |
| All | +395.7% | +1,381.1% | -985.3% | +332.3% |
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