-7.5%
IGV vs KGC
-5.3%
-2.2%
-33.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +7.5% | -6.6% | 0.0% |
| 7D | -7.5% | -6.8% | -0.7% | -6.7% |
| 30D | -5.6% | -9.2% | +3.5% | -4.7% |
| 3M | +1.5% | -9.1% | +10.6% | +2.1% |
| 6M | +17.1% | -25.7% | +42.8% | +20.0% |
| YTD | -2.0% | -23.6% | +21.6% | -2.0% |
| 1Y | -7.5% | -4.3% | -3.2% | -12.0% |
| All | -7.5% | -5.3% | -2.2% | -12.0% |
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 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