+337.2%
IP vs KGC
+217.1%
+120.1%
-90.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +7.5% | -6.0% | +1.1% |
| 7D | +3.4% | -6.8% | +10.2% | +3.7% |
| 30D | +11.2% | -9.2% | +20.4% | +11.7% |
| 3M | -14.8% | -9.1% | -5.7% | -14.5% |
| 6M | +17.3% | -25.7% | +42.9% | +18.7% |
| YTD | -6.2% | -23.6% | +17.5% | -5.4% |
| 1Y | +2.3% | -4.3% | +6.6% | +2.1% |
| 3Y | +17.7% | +298.1% | -280.4% | +8.9% |
| 5Y | -8.4% | +288.1% | -296.5% | -15.8% |
| 10Y | +32.1% | +479.7% | -447.6% | +16.6% |
| All | +337.2% | +217.1% | +120.1% | +295.4% |
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