+461.7%
KGC vs AEE
+39.2%
+422.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.5% |
| 7D | -0.1% | +1.1% | -1.2% | -0.6% |
| 30D | +10.5% | 0.0% | +10.5% | +10.3% |
| 3M | +19.8% | -0.9% | +20.7% | +19.8% |
| 6M | -6.7% | -2.4% | -4.3% | -6.2% |
| YTD | +7.8% | +8.6% | -0.9% | +2.8% |
| 1Y | +35.7% | +10.2% | +25.5% | +28.4% |
| 3Y | +553.7% | +47.8% | +505.9% | +418.1% |
| 5Y | +461.7% | +40.1% | +421.6% | +356.2% |
| All | +461.7% | +39.2% | +422.5% | +356.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling