+730.7%
EXPE vs KGC
+316.2%
+414.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +3.0% | -7.9% | -5.2% |
| 7D | -9.3% | +10.5% | -19.8% | -10.2% |
| 30D | +0.1% | -4.1% | +4.2% | +0.4% |
| 3M | -15.3% | -13.1% | -2.2% | -14.4% |
| 6M | +5.5% | -27.5% | +33.0% | +8.1% |
| YTD | -8.0% | -20.7% | +12.7% | -7.3% |
| 1Y | +18.9% | -6.1% | +24.9% | +17.7% |
| 3Y | +135.5% | +318.6% | -183.1% | +96.7% |
| 5Y | +44.3% | +289.9% | -245.7% | +19.4% |
| 10Y | +117.7% | +501.8% | -384.1% | +65.1% |
| All | +730.7% | +316.2% | +414.5% | +544.7% |
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