+259.5%
KGC vs ACI
+29.9%
+229.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -3.4% | +6.4% | +3.4% |
| 7D | +10.5% | -2.2% | +12.7% | +10.7% |
| 30D | -4.1% | +10.3% | -14.4% | -5.2% |
| 3M | -13.1% | +7.2% | -20.3% | -14.0% |
| 6M | -27.5% | -18.0% | -9.5% | -26.3% |
| YTD | -20.7% | -22.0% | +1.3% | -18.9% |
| 1Y | -6.1% | -23.4% | +17.3% | -3.7% |
| 3Y | +318.6% | -35.8% | +354.4% | +338.8% |
| 5Y | +289.9% | -43.7% | +333.6% | +307.5% |
| All | +259.5% | +29.9% | +229.6% | +269.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling