+1,395.9%
IBKR vs KGC
+137.5%
+1,258.4%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -4.3% | +3.3% | -0.7% |
| 7D | -3.8% | -8.4% | +4.6% | -3.3% |
| 30D | -0.3% | +6.3% | -6.7% | -0.7% |
| 3M | +4.8% | +22.4% | -17.7% | +3.4% |
| 6M | +30.8% | -11.4% | +42.2% | +31.4% |
| YTD | +39.5% | +3.1% | +36.3% | +38.8% |
| 1Y | +43.7% | +26.6% | +17.0% | +41.3% |
| 3Y | +284.7% | +525.6% | -240.9% | +246.3% |
| 5Y | +484.9% | +451.7% | +33.2% | +425.1% |
| 10Y | +980.8% | +675.3% | +305.5% | +827.4% |
| All | +1,395.9% | +137.5% | +1,258.4% | +1,121.4% |
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