+69,298.0%
FAST vs KGC
+357.0%
+68,941.0%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.3% | +3.0% | +0.8% |
| 7D | -0.4% | -1.3% | +0.9% | -0.3% |
| 30D | -0.8% | +20.3% | -21.1% | -1.4% |
| 3M | +5.8% | +8.1% | -2.3% | +5.3% |
| 6M | +8.0% | -8.8% | +16.8% | +8.1% |
| YTD | +25.6% | +10.1% | +15.6% | +24.8% |
| 1Y | +0.8% | +44.2% | -43.4% | -0.9% |
| 3Y | +86.1% | +533.0% | -446.9% | +73.2% |
| 5Y | +100.2% | +443.0% | -342.8% | +86.1% |
| 10Y | +494.2% | +678.6% | -184.4% | +437.2% |
| All | +69,298.0% | +357.0% | +68,941.0% | +59,719.4% |
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