+3,916.3%
FDX vs KGC
+229.2%
+3,687.1%
-71.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +3.0% | -5.7% | -2.8% |
| 7D | -1.6% | +10.5% | -12.1% | -1.9% |
| 30D | +6.6% | -4.1% | +10.7% | +6.7% |
| 3M | -2.1% | -13.1% | +11.0% | -1.8% |
| 6M | +2.2% | -27.5% | +29.7% | +2.8% |
| YTD | +33.9% | -20.7% | +54.7% | +34.3% |
| 1Y | +50.2% | -6.1% | +56.3% | +50.1% |
| 3Y | +65.5% | +318.6% | -253.1% | +59.2% |
| 5Y | +74.1% | +289.9% | -215.9% | +66.9% |
| 10Y | +156.7% | +501.8% | -345.2% | +141.6% |
| All | +3,916.3% | +229.2% | +3,687.1% | +3,414.7% |
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