+13,507.3%
GOOGL vs KGC
+531.4%
+12,975.9%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.3% | +1.2% | -1.0% |
| 7D | -2.3% | -1.3% | -1.0% | -2.2% |
| 30D | -6.6% | +20.3% | -26.8% | -7.8% |
| 3M | -8.9% | +8.1% | -17.0% | -9.7% |
| 6M | +11.9% | -8.8% | +20.6% | +12.1% |
| YTD | +8.3% | +10.1% | -1.7% | +6.9% |
| 1Y | +46.2% | +44.2% | +2.0% | +41.5% |
| 3Y | +151.9% | +533.0% | -381.2% | +119.5% |
| 5Y | +137.7% | +443.0% | -305.3% | +106.8% |
| 10Y | +757.6% | +678.6% | +79.0% | +614.8% |
| All | +13,507.3% | +531.4% | +12,975.9% | +10,480.7% |
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