+26.4%
HPQ vs KGC
+520.4%
-494.0%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.3% | +5.4% | +1.3% |
| 7D | +3.5% | -8.4% | +11.9% | +4.0% |
| 30D | +13.7% | +6.3% | +7.3% | +13.1% |
| 3M | +33.9% | +22.4% | +11.4% | +31.8% |
| 6M | +80.9% | -11.4% | +92.3% | +81.3% |
| YTD | +52.6% | +3.1% | +49.4% | +50.1% |
| 1Y | +21.2% | +26.6% | -5.4% | +16.6% |
| All | +26.4% | +520.4% | -494.0% | -1.9% |
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