+15,172.7%
INTC vs KGC
+357.0%
+14,815.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.3% | +6.8% | +4.6% |
| 7D | +7.1% | -1.3% | +8.4% | +7.1% |
| 30D | -5.2% | +20.3% | -25.5% | -5.8% |
| 3M | -14.3% | +8.1% | -22.4% | -14.6% |
| 6M | +110.2% | -8.8% | +118.9% | +110.5% |
| YTD | +159.6% | +10.1% | +149.6% | +158.5% |
| 1Y | +289.3% | +44.2% | +245.1% | +284.3% |
| 3Y | +166.1% | +533.0% | -367.0% | +151.7% |
| 5Y | +94.4% | +443.0% | -348.6% | +83.8% |
| 10Y | +227.7% | +678.6% | -450.9% | +206.3% |
| All | +15,172.7% | +357.0% | +14,815.7% | +15,566.5% |
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