+1,773.8%
HWM vs KGC
+762.7%
+1,011.1%
-64.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.3% | +1.8% | -0.2% |
| 7D | -2.1% | -1.3% | -0.8% | -2.0% |
| 30D | -11.0% | +20.3% | -31.3% | -13.1% |
| 3M | +4.0% | +8.1% | -4.0% | +2.6% |
| 6M | -0.2% | -8.8% | +8.5% | +0.1% |
| YTD | +26.7% | +10.1% | +16.6% | +24.0% |
| 1Y | +44.7% | +44.2% | +0.5% | +37.1% |
| 3Y | +426.1% | +533.0% | -106.9% | +319.6% |
| 5Y | +738.5% | +443.0% | +295.5% | +564.3% |
| All | +1,773.8% | +762.7% | +1,011.1% | +1,307.0% |
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 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