+289.3%
INTC vs KGC
+43.6%
+245.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.3% | +6.8% | +5.1% |
| 7D | +7.1% | -1.3% | +8.4% | +7.4% |
| 30D | -5.2% | +20.3% | -25.5% | -10.7% |
| 3M | -14.3% | +8.1% | -22.4% | -17.2% |
| 6M | +110.2% | -8.8% | +118.9% | +108.1% |
| YTD | +159.6% | +10.1% | +149.6% | +152.8% |
| 1Y | +289.3% | +44.2% | +245.1% | +336.1% |
| All | +289.3% | +43.6% | +245.7% | +336.1% |
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