+143.6%
KGC vs AEE
+892.1%
-748.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | -0.1% |
| 7D | -6.7% | +1.7% | -8.4% | -7.1% |
| 30D | -6.7% | +9.7% | -16.4% | -9.4% |
| 3M | -22.6% | +5.9% | -28.5% | -24.1% |
| 6M | -33.4% | +6.7% | -40.1% | -35.0% |
| YTD | -26.0% | +17.4% | -43.3% | -30.0% |
| 1Y | -18.3% | +12.7% | -31.0% | -21.7% |
| 3Y | +315.8% | +68.2% | +247.6% | +247.9% |
| 5Y | +225.7% | +57.3% | +168.4% | +178.2% |
| 10Y | +610.5% | +220.6% | +389.8% | +377.6% |
| All | +143.6% | +892.1% | -748.6% | +70.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling