+376.6%
EFA vs KGC
+896.0%
-519.4%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.2% | -0.1% | +0.1% |
| 7D | +2.2% | -6.7% | +8.9% | +2.9% |
| 30D | +1.4% | -6.7% | +8.0% | +2.0% |
| 3M | -4.2% | -22.6% | +18.4% | -2.0% |
| 6M | +1.9% | -33.4% | +35.3% | +5.5% |
| YTD | +10.2% | -26.0% | +36.2% | +12.4% |
| 1Y | +12.8% | -18.3% | +31.1% | +13.8% |
| 3Y | +65.2% | +315.8% | -250.6% | +40.5% |
| 5Y | +49.8% | +225.7% | -175.9% | +28.4% |
| 10Y | +145.2% | +610.5% | -465.3% | +87.1% |
| All | +376.6% | +896.0% | -519.4% | +331.3% |
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