-4.3%
KGC vs AEIS
+6.2%
-10.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -11.1% | +18.6% | +10.0% |
| 7D | -6.8% | -12.7% | +5.9% | -4.2% |
| 30D | -9.2% | -28.8% | +19.7% | -1.9% |
| 3M | -9.1% | -38.0% | +28.9% | +0.9% |
| 6M | -25.7% | -45.3% | +19.6% | -15.9% |
| YTD | -23.6% | +1.1% | -24.8% | -31.6% |
| 1Y | -4.3% | +8.6% | -12.9% | -17.8% |
| All | -4.3% | +6.2% | -10.5% | -17.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 AEIS 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