+570.3%
KGC vs A
+30.8%
+539.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.6% | -2.9% | -2.4% |
| 7D | -1.3% | -1.9% | +0.7% | -0.8% |
| 30D | +20.3% | +6.9% | +13.4% | +18.7% |
| 3M | +8.1% | +9.2% | -1.2% | +6.2% |
| 6M | -8.8% | +25.7% | -34.4% | -13.2% |
| YTD | +10.1% | +11.5% | -1.5% | +6.8% |
| 1Y | +44.2% | +18.4% | +25.9% | +38.0% |
| All | +570.3% | +30.8% | +539.5% | +512.7% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 A 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