+249.2%
HPE vs KGC
+556.1%
-306.9%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.3% | +10.1% | +8.1% |
| 7D | +10.1% | +2.4% | +7.7% | +9.8% |
| 30D | +5.3% | +9.2% | -3.9% | +3.7% |
| 3M | +12.7% | +16.7% | -4.1% | +9.6% |
| 6M | +167.7% | -7.0% | +174.7% | +166.6% |
| YTD | +135.5% | +7.5% | +128.0% | +129.3% |
| 1Y | +143.4% | +34.4% | +109.0% | +128.6% |
| 3Y | +249.2% | +552.0% | -302.8% | +161.0% |
| All | +249.2% | +556.1% | -306.9% | +161.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling