+768.7%
HBAN vs KGC
+347.5%
+421.1%
-95.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.0% | -0.8% |
| 7D | -1.5% | -0.1% | -1.4% | -1.5% |
| 30D | -5.5% | +10.5% | -16.0% | -5.7% |
| 3M | -0.2% | +19.8% | -20.0% | -0.6% |
| 6M | +5.2% | -6.7% | +11.8% | +5.2% |
| YTD | -2.3% | +7.8% | -10.1% | -2.6% |
| 1Y | -2.2% | +35.7% | -37.9% | -2.8% |
| 3Y | +73.8% | +553.7% | -479.8% | +68.7% |
| 5Y | +35.2% | +461.7% | -426.5% | +31.2% |
| 10Y | +155.4% | +710.2% | -554.8% | +144.6% |
| All | +768.7% | +347.5% | +421.1% | +813.1% |
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