+11,453.7%
GOOGL vs KGC
+340.4%
+11,113.3%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.8% | +5.5% | +0.1% |
| 7D | +2.6% | +8.0% | -5.4% | +2.1% |
| 30D | -18.3% | -9.3% | -9.0% | -17.7% |
| 3M | -19.6% | -21.3% | +1.8% | -18.4% |
| 6M | -28.2% | -31.5% | +3.3% | -26.7% |
| YTD | -8.0% | -23.2% | +15.2% | -7.1% |
| 1Y | -0.7% | -15.0% | +14.4% | -0.4% |
| 3Y | +118.8% | +328.7% | -209.9% | +95.7% |
| 5Y | +98.9% | +262.9% | -164.0% | +77.6% |
| 10Y | +643.6% | +568.9% | +74.7% | +527.9% |
| All | +11,453.7% | +340.4% | +11,113.3% | +9,094.6% |
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