+3,014.5%
EQT vs KGC
+347.5%
+2,667.0%
-91.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | -2.0% | -0.1% | -1.9% | -2.0% |
| 30D | +1.0% | +10.5% | -9.5% | +0.3% |
| 3M | +4.0% | +19.8% | -15.8% | +2.5% |
| 6M | -11.7% | -6.7% | -5.0% | -11.8% |
| YTD | +2.8% | +7.8% | -5.0% | +1.5% |
| 1Y | +10.0% | +35.7% | -25.7% | +6.7% |
| 3Y | +34.1% | +553.7% | -519.5% | +16.5% |
| 5Y | +195.3% | +461.7% | -266.4% | +157.1% |
| 10Y | +51.6% | +710.2% | -658.6% | +25.1% |
| All | +3,014.5% | +347.5% | +2,667.0% | +2,463.4% |
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