+1,645.7%
HCA vs KGC
+128.2%
+1,517.5%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.3% | +1.6% | -0.6% |
| 7D | -2.8% | +2.4% | -5.2% | -2.9% |
| 30D | -2.7% | +9.2% | -12.0% | -3.2% |
| 3M | +11.5% | +16.7% | -5.3% | +10.5% |
| 6M | -24.3% | -7.0% | -17.3% | -24.3% |
| YTD | -13.6% | +7.5% | -21.1% | -14.3% |
| 1Y | -3.2% | +34.4% | -37.5% | -5.3% |
| 3Y | +50.4% | +552.0% | -501.5% | +35.3% |
| 5Y | +64.8% | +454.5% | -389.7% | +47.8% |
| 10Y | +456.5% | +658.7% | -202.1% | +390.3% |
| All | +1,645.7% | +128.2% | +1,517.5% | +1,757.0% |
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 1990-01-01 to 2026-09-08: 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling