+2,220.4%
JHX vs KGC
+1,192.3%
+1,028.2%
-75.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | -4.3% | +1.8% | -1.9% |
| 7D | -4.9% | -8.4% | +3.6% | -3.7% |
| 30D | -9.3% | +6.3% | -15.6% | -10.2% |
| 3M | +28.1% | +22.4% | +5.6% | +24.1% |
| 6M | +35.2% | -11.4% | +46.6% | +37.1% |
| YTD | +35.9% | +3.1% | +32.7% | +34.5% |
| 1Y | +42.5% | +26.6% | +15.9% | +36.4% |
| 3Y | -4.5% | +525.6% | -530.1% | -28.5% |
| 5Y | -27.1% | +451.7% | -478.8% | -45.5% |
| 10Y | +104.2% | +675.3% | -571.1% | +35.9% |
| All | +2,220.4% | +1,192.3% | +1,028.2% | +1,300.3% |
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