Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • ETHA vs KGC✓SelectedUSD · KGCETHA vs KGC performance historyLatest closeAs of-2.63%09/04
Stock and ETF performance explorer

ETHA vs KGC

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
-29.4%
KGC return
+251.4%
Excess return
-280.9%
Maximum drawdown
-67.9%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioKGCExcessAlpha
1D-2.6%-2.3%-0.3%-2.0%
7D+0.8%-1.3%+2.1%+1.2%
30D+27.9%+20.3%+7.6%+21.7%
3M+38.3%+8.1%+30.2%+34.9%
6M+14.0%-8.8%+22.7%+14.6%
YTD-17.4%+10.1%-27.5%-20.0%
1Y-42.7%+44.2%-86.9%-47.2%
All-29.4%+251.4%-280.9%-55.3%

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