+262.2%
KGC vs AEE
+813.9%
-551.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.3% | -2.3% |
| 7D | -1.3% | +0.3% | -1.6% | -1.4% |
| 30D | +20.3% | -2.3% | +22.6% | +21.1% |
| 3M | +8.1% | +0.2% | +7.9% | +7.7% |
| 6M | -8.8% | -4.7% | -4.0% | -7.6% |
| YTD | +10.1% | +8.1% | +2.0% | +6.9% |
| 1Y | +44.2% | +8.5% | +35.7% | +39.9% |
| 3Y | +533.0% | +48.9% | +484.1% | +450.8% |
| 5Y | +443.0% | +39.9% | +403.1% | +381.2% |
| 10Y | +678.6% | +186.5% | +492.0% | +443.2% |
| All | +262.2% | +813.9% | -551.7% | +160.1% |
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