-15.0%
KGC vs AEIS
+6.8%
-21.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +4.5% | -4.7% | -1.2% |
| 7D | +0.2% | +9.5% | -9.2% | -2.0% |
| 30D | -8.8% | -17.5% | +8.7% | -5.5% |
| 3M | -21.1% | -29.3% | +8.2% | -15.6% |
| 6M | -32.3% | -34.7% | +2.4% | -27.6% |
| YTD | -23.5% | +10.7% | -34.2% | -32.1% |
| 1Y | -15.0% | +7.4% | -22.4% | -23.4% |
| All | -15.0% | +6.8% | -21.8% | -23.4% |
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