+205.0%
HD vs KGC
+645.2%
-440.2%
-38.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.3% | 0.0% | -2.1% |
| 7D | -1.2% | +2.4% | -3.6% | -1.4% |
| 30D | -11.1% | +9.2% | -20.4% | -11.8% |
| 3M | +2.0% | +16.7% | -14.7% | +0.6% |
| 6M | -10.5% | -7.0% | -3.4% | -10.4% |
| YTD | -6.9% | +7.5% | -14.3% | -7.9% |
| 1Y | -23.2% | +34.4% | -57.5% | -25.5% |
| 3Y | +3.1% | +552.0% | -548.9% | -12.2% |
| 5Y | +7.4% | +454.5% | -447.1% | -9.0% |
| 10Y | +205.0% | +658.7% | -453.7% | +165.0% |
| All | +205.0% | +645.2% | -440.2% | +165.0% |
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 2016-09-08 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling