-6.2%
FXI vs KGC
+450.8%
-457.0%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.1% | -2.0% |
| 7D | -1.0% | +2.4% | -3.4% | -1.5% |
| 30D | -3.2% | +9.2% | -12.5% | -5.1% |
| 3M | +1.7% | +16.7% | -15.1% | -2.0% |
| 6M | -1.6% | -7.0% | +5.5% | -1.3% |
| YTD | -7.9% | +7.5% | -15.4% | -11.1% |
| 1Y | -9.6% | +34.4% | -44.0% | -17.5% |
| 3Y | +40.5% | +552.0% | -511.5% | -15.5% |
| 5Y | -6.2% | +454.5% | -460.8% | -43.4% |
| All | -6.2% | +450.8% | -457.0% | -43.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling