+6,438.2%
EW vs KGC
+638.2%
+5,799.9%
-54.3%
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% | +0.2% |
| 7D | -0.3% | -1.3% | +0.9% | -0.3% |
| 30D | +1.0% | +20.3% | -19.2% | +0.4% |
| 3M | +2.8% | +8.1% | -5.3% | +2.4% |
| 6M | +5.5% | -8.8% | +14.3% | +5.6% |
| YTD | +5.5% | +10.1% | -4.6% | +4.8% |
| 1Y | +11.0% | +44.2% | -33.2% | +9.3% |
| 3Y | +17.7% | +533.0% | -515.3% | +10.2% |
| 5Y | -25.7% | +443.0% | -468.7% | -30.5% |
| 10Y | +132.8% | +678.6% | -545.8% | +115.0% |
| All | +6,438.2% | +638.2% | +5,799.9% | +6,053.1% |
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