+72.5%
HAL vs KGC
+34.5%
+37.9%
-27.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.8% |
| 7D | +0.5% | +2.4% | -2.0% | +0.6% |
| 30D | +15.9% | +9.2% | +6.7% | +16.3% |
| 3M | -8.7% | +16.7% | -25.5% | -7.9% |
| 6M | +9.0% | -7.0% | +16.0% | +9.4% |
| YTD | +32.0% | +7.5% | +24.5% | +34.7% |
| 1Y | +72.5% | +34.4% | +38.1% | +70.6% |
| All | +72.5% | +34.5% | +37.9% | +70.6% |
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 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