+1,488.6%
GIS vs KGC
+357.0%
+1,131.5%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -2.3% | -0.2% | -2.4% |
| 7D | -7.8% | -1.3% | -6.6% | -7.8% |
| 30D | +6.6% | +20.3% | -13.7% | +6.3% |
| 3M | +21.0% | +8.1% | +12.9% | +20.8% |
| 6M | -9.1% | -8.8% | -0.3% | -9.0% |
| YTD | -13.6% | +10.1% | -23.7% | -13.8% |
| 1Y | -18.0% | +44.2% | -62.2% | -18.5% |
| 3Y | -33.7% | +533.0% | -566.7% | -35.5% |
| 5Y | -19.4% | +443.0% | -462.4% | -21.7% |
| 10Y | -21.3% | +678.6% | -699.8% | -24.1% |
| All | +1,488.6% | +357.0% | +1,131.5% | +1,396.6% |
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