+461.7%
KGC vs AEIS
+238.7%
+222.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.5% |
| 7D | -0.1% | +6.5% | -6.6% | -1.5% |
| 30D | +10.5% | -9.2% | +19.7% | +12.3% |
| 3M | +19.8% | -8.3% | +28.1% | +19.6% |
| 6M | -6.7% | -6.3% | -0.3% | -7.6% |
| YTD | +7.8% | +36.5% | -28.7% | -1.9% |
| 1Y | +35.7% | +84.8% | -49.1% | +16.3% |
| 3Y | +553.7% | +176.6% | +377.1% | +396.3% |
| 5Y | +461.7% | +237.1% | +224.6% | +307.3% |
| All | +461.7% | +238.7% | +222.9% | +307.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling