-4.3%
KGC vs ADVB
-76.7%
+72.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ADVB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -4.5% | +12.0% | +7.5% |
| 7D | -6.8% | -29.5% | +22.7% | -6.3% |
| 30D | -9.2% | -66.9% | +57.7% | -8.0% |
| 3M | -9.1% | -73.7% | +64.6% | -7.9% |
| 6M | -25.7% | -64.8% | +39.1% | -27.4% |
| YTD | -23.6% | -64.0% | +40.4% | -25.3% |
| 1Y | -4.3% | -77.0% | +72.7% | +3.9% |
| All | -4.3% | -76.7% | +72.4% | +3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ADVB.
Daily Out/Under-Performance
Portfolio return minus ADVB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADVB 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 ADVB 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