+13.8%
IP vs KGC
+304.9%
-291.1%
-48.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +0.8% | -4.7% | -4.0% |
| 7D | -5.0% | 0.0% | -4.9% | -5.0% |
| 30D | +6.5% | -9.3% | +15.9% | +7.2% |
| 3M | -18.0% | -15.9% | -2.2% | -17.0% |
| 6M | +10.3% | -24.9% | +35.2% | +12.0% |
| YTD | -9.9% | -23.0% | +13.1% | -8.5% |
| 1Y | -1.1% | -9.9% | +8.9% | +0.6% |
| All | +13.8% | +304.9% | -291.1% | -0.1% |
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 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