-18.3%
KGC vs AEE
+12.0%
-30.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | 0.0% |
| 7D | -6.7% | +1.7% | -8.4% | -7.0% |
| 30D | -6.7% | +9.7% | -16.4% | -8.1% |
| 3M | -22.6% | +5.9% | -28.5% | -23.7% |
| 6M | -33.4% | +6.7% | -40.1% | -34.3% |
| YTD | -26.0% | +17.4% | -43.3% | -27.5% |
| 1Y | -18.3% | +12.7% | -31.0% | -18.9% |
| All | -18.3% | +12.0% | -30.3% | -18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 AEE 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