+43.9%
GEV vs KGC
+28.8%
+15.1%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -4.3% | +1.4% | -1.8% |
| 7D | -1.9% | -8.4% | +6.5% | +0.1% |
| 30D | -8.7% | +6.3% | -15.0% | -10.4% |
| 3M | +6.6% | +22.4% | -15.8% | +0.2% |
| 6M | +10.2% | -11.4% | +21.6% | +11.9% |
| YTD | +41.6% | +3.1% | +38.5% | +36.8% |
| 1Y | +43.9% | +26.6% | +17.3% | +28.0% |
| All | +43.9% | +28.8% | +15.1% | +28.0% |
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