+2,307.7%
JCI vs KGC
+357.0%
+1,950.7%
-92.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -2.3% | +4.2% | +2.0% |
| 7D | +3.8% | -1.3% | +5.1% | +3.9% |
| 30D | -5.7% | +20.3% | -25.9% | -6.3% |
| 3M | -1.4% | +8.1% | -9.5% | -1.8% |
| 6M | +4.1% | -8.8% | +12.9% | +4.2% |
| YTD | +21.7% | +10.1% | +11.7% | +21.0% |
| 1Y | +36.1% | +44.2% | -8.1% | +34.0% |
| 3Y | +154.4% | +533.0% | -378.6% | +138.5% |
| 5Y | +112.0% | +443.0% | -331.0% | +98.5% |
| 10Y | +322.2% | +678.6% | -356.3% | +287.7% |
| All | +2,307.7% | +357.0% | +1,950.7% | +2,341.7% |
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