+463.0%
KGC vs ACWI
+67.7%
+395.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.2% | -2.2% |
| 7D | -1.3% | +0.5% | -1.8% | -1.7% |
| 30D | +20.3% | +0.9% | +19.4% | +19.4% |
| 3M | +8.1% | +2.4% | +5.7% | +6.0% |
| 6M | -8.8% | +12.4% | -21.1% | -18.0% |
| YTD | +10.1% | +15.2% | -5.1% | -3.2% |
| 1Y | +44.2% | +22.7% | +21.5% | +19.8% |
| 3Y | +533.0% | +75.8% | +457.2% | +268.6% |
| All | +463.0% | +67.7% | +395.3% | +215.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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