-4.6%
HD vs KGC
-5.3%
+0.7%
-26.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +7.5% | -0.9% | +5.6% |
| 7D | +11.9% | -6.8% | +18.7% | +12.6% |
| 30D | +26.4% | -9.2% | +35.6% | +27.4% |
| 3M | +2.8% | -9.1% | +11.9% | +3.5% |
| 6M | +15.5% | -25.7% | +41.1% | +18.2% |
| YTD | +5.5% | -23.6% | +29.2% | +8.7% |
| 1Y | -4.6% | -4.3% | -0.3% | -0.2% |
| All | -4.6% | -5.3% | +0.7% | -0.2% |
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