+11,715.7%
GOOG vs KGC
+324.6%
+11,391.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | +3.0% | -6.7% | +9.7% | +3.5% |
| 30D | -14.9% | -6.7% | -8.2% | -14.5% |
| 3M | -14.9% | -22.6% | +7.7% | -13.6% |
| 6M | -26.6% | -33.4% | +6.8% | -24.8% |
| YTD | -6.6% | -26.0% | +19.4% | -5.4% |
| 1Y | +5.1% | -18.3% | +23.4% | +5.6% |
| 3Y | +121.0% | +315.8% | -194.8% | +97.7% |
| 5Y | +97.3% | +225.7% | -128.4% | +77.1% |
| 10Y | +683.2% | +610.5% | +72.8% | +557.3% |
| All | +11,715.7% | +324.6% | +11,391.1% | +9,290.7% |
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