-15.0%
KGC vs ACI
-21.6%
+6.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +2.2% | -7.9% | -5.7% |
| 7D | +8.0% | -0.6% | +8.6% | +8.0% |
| 30D | -9.3% | +9.5% | -18.9% | -8.8% |
| 3M | -21.3% | +10.1% | -31.4% | -20.8% |
| 6M | -31.5% | -15.4% | -16.1% | -31.3% |
| YTD | -23.2% | -19.5% | -3.7% | -23.2% |
| 1Y | -15.0% | -21.0% | +5.9% | -14.4% |
| All | -15.0% | -21.6% | +6.5% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 1y: compounded portfolio wealth divided by compounded ACI 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…
1y analysis · Full analysis span regression · 6 months rolling