-33.4%
ELAN vs KGC
+992.3%
-1,025.7%
-78.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.3% | +0.2% | -1.9% |
| 7D | +0.3% | +2.4% | -2.2% | 0.0% |
| 30D | +8.4% | +9.2% | -0.9% | +7.3% |
| 3M | +1.2% | +16.7% | -15.5% | -0.7% |
| 6M | +2.6% | -7.0% | +9.6% | +2.8% |
| YTD | +5.9% | +7.5% | -1.6% | +4.6% |
| 1Y | +25.8% | +34.4% | -8.5% | +21.5% |
| 3Y | +106.8% | +552.0% | -445.1% | +72.1% |
| 5Y | -29.3% | +454.5% | -483.8% | -41.7% |
| All | -33.4% | +992.3% | -1,025.7% | -46.7% |
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