+2,903.2%
HPQ vs KGC
+357.0%
+2,546.2%
-82.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.3% | +4.5% | +2.3% |
| 7D | +6.9% | -1.3% | +8.2% | +7.0% |
| 30D | +14.4% | +20.3% | -5.8% | +13.7% |
| 3M | +25.6% | +8.1% | +17.5% | +25.1% |
| 6M | +75.0% | -8.8% | +83.8% | +75.1% |
| YTD | +50.7% | +10.1% | +40.6% | +49.6% |
| 1Y | +18.7% | +44.2% | -25.6% | +16.5% |
| 3Y | +21.5% | +533.0% | -511.5% | +12.8% |
| 5Y | +31.6% | +443.0% | -411.4% | +22.1% |
| 10Y | +216.1% | +678.6% | -462.5% | +186.6% |
| All | +2,903.2% | +357.0% | +2,546.2% | +2,600.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling