+463.0%
KGC vs ACI
-42.9%
+506.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -2.0% | -2.2% |
| 7D | -1.3% | +0.2% | -1.4% | -1.3% |
| 30D | +20.3% | +5.9% | +14.4% | +19.1% |
| 3M | +8.1% | -19.8% | +27.9% | +11.6% |
| 6M | -8.8% | -24.7% | +16.0% | -5.1% |
| YTD | +10.1% | -24.4% | +34.4% | +14.3% |
| 1Y | +44.2% | -31.5% | +75.7% | +52.8% |
| 3Y | +533.0% | -38.7% | +571.7% | +585.1% |
| All | +463.0% | -42.9% | +506.0% | +501.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling