+78,963.7%
FICO vs KGC
+219.6%
+78,744.1%
-79.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.8% | +0.1% | +0.9% |
| 7D | -0.3% | 0.0% | -0.2% | -0.3% |
| 30D | +1.7% | -9.3% | +11.0% | +1.9% |
| 3M | -35.2% | -15.9% | -19.3% | -35.0% |
| 6M | -33.7% | -24.9% | -8.8% | -33.4% |
| YTD | -58.2% | -23.0% | -35.1% | -58.1% |
| 1Y | -56.6% | -9.9% | -46.6% | -56.6% |
| 3Y | -24.0% | +301.2% | -325.2% | -26.3% |
| 5Y | +86.1% | +278.5% | -192.5% | +79.8% |
| 10Y | +522.8% | +484.3% | +38.5% | +498.4% |
| All | +78,963.7% | +219.6% | +78,744.1% | +83,502.9% |
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 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