+7,328.4%
EW vs KGC
+431.9%
+6,896.5%
-54.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.0% | -1.7% | +1.2% |
| 7D | +11.0% | +10.5% | +0.5% | +10.6% |
| 30D | +19.1% | -4.1% | +23.1% | +19.2% |
| 3M | +14.4% | -13.1% | +27.4% | +14.7% |
| 6M | +22.8% | -27.5% | +50.3% | +23.8% |
| YTD | +19.8% | -20.7% | +40.5% | +20.3% |
| 1Y | +23.9% | -6.1% | +30.0% | +23.7% |
| 3Y | +52.2% | +318.6% | -266.4% | +44.4% |
| 5Y | -13.9% | +289.9% | -303.9% | -18.6% |
| 10Y | +241.9% | +501.8% | -260.0% | +218.7% |
| All | +7,328.4% | +431.9% | +6,896.5% | +6,961.1% |
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