+179.4%
INTC vs KGC
+556.1%
-376.6%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.3% | +11.4% | +9.6% |
| 7D | +17.4% | +2.4% | +15.0% | +16.6% |
| 30D | +2.8% | +9.2% | -6.5% | +0.2% |
| 3M | -5.3% | +16.7% | -22.0% | -9.5% |
| 6M | +140.6% | -7.0% | +147.6% | +140.5% |
| YTD | +183.1% | +7.5% | +175.6% | +174.4% |
| 1Y | +326.8% | +34.4% | +292.4% | +294.3% |
| 3Y | +179.4% | +552.0% | -372.5% | +75.0% |
| All | +179.4% | +556.1% | -376.6% | +75.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling