+151.5%
EXC vs KGC
+645.2%
-493.7%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -2.3% | +3.0% | +0.9% |
| 7D | +1.2% | +2.4% | -1.2% | +1.0% |
| 30D | -2.7% | +9.2% | -11.9% | -3.7% |
| 3M | -1.0% | +16.7% | -17.7% | -2.8% |
| 6M | -9.3% | -7.0% | -2.3% | -9.3% |
| YTD | +3.6% | +7.5% | -3.9% | +1.5% |
| 1Y | +5.9% | +34.4% | -28.4% | +0.8% |
| 3Y | +21.3% | +552.0% | -530.7% | -5.6% |
| 5Y | +46.2% | +454.5% | -408.4% | +13.5% |
| 10Y | +151.5% | +658.7% | -507.2% | +85.9% |
| All | +151.5% | +645.2% | -493.7% | +85.9% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling