+9.7%
GE vs KGC
-20.2%
+29.9%
-25.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | 0.0% | +0.2% |
| 7D | +2.7% | -6.7% | +9.3% | +3.7% |
| 30D | +8.1% | -6.7% | +14.7% | +8.9% |
| 3M | -7.9% | -22.6% | +14.7% | -5.3% |
| 6M | +12.9% | -33.4% | +46.3% | +18.4% |
| YTD | +8.2% | -26.0% | +34.2% | +6.8% |
| 1Y | +9.7% | -18.3% | +28.0% | +5.8% |
| All | +9.7% | -20.2% | +29.9% | +5.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling