+30.2%
HWM vs KGC
+33.7%
-3.5%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.3% | +0.2% | +0.4% |
| 7D | -8.0% | -0.1% | -7.9% | -8.0% |
| 30D | -18.0% | +10.5% | -28.5% | -19.4% |
| 3M | -9.5% | +19.8% | -29.3% | -12.7% |
| 6M | -8.4% | -6.7% | -1.7% | -8.8% |
| YTD | +13.6% | +7.8% | +5.9% | +10.8% |
| 1Y | +30.2% | +35.7% | -5.4% | +21.3% |
| All | +30.2% | +33.7% | -3.5% | +21.3% |
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