+7,433.0%
FIX vs KGC
+86.4%
+7,346.6%
-93.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -11.6% | +0.8% | -12.4% | -11.6% |
| 7D | -27.2% | 0.0% | -27.2% | -27.3% |
| 30D | -46.9% | -9.3% | -37.6% | -46.6% |
| 3M | -44.4% | -15.9% | -28.5% | -43.9% |
| 6M | -50.9% | -24.9% | -26.0% | -50.2% |
| YTD | +3.5% | -23.0% | +26.6% | +4.8% |
| 1Y | -2.1% | -9.9% | +7.8% | -1.8% |
| 3Y | +418.7% | +301.2% | +117.5% | +375.1% |
| 5Y | +894.6% | +278.5% | +616.0% | +805.8% |
| 10Y | +3,465.5% | +484.3% | +2,981.2% | +3,011.5% |
| All | +7,433.0% | +86.4% | +7,346.6% | +6,936.6% |
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