+47.6%
KGC vs AEIS
+2,566.8%
-2,519.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.4% | -4.7% | -2.5% |
| 7D | -1.3% | +3.0% | -4.2% | -1.5% |
| 30D | +20.3% | -14.6% | +34.9% | +21.8% |
| 3M | +8.1% | -12.4% | +20.5% | +8.7% |
| 6M | -8.8% | -15.0% | +6.2% | -8.2% |
| YTD | +10.1% | +34.3% | -24.2% | +6.5% |
| 1Y | +44.2% | +87.4% | -43.1% | +35.8% |
| 3Y | +533.0% | +139.8% | +393.3% | +477.3% |
| 5Y | +443.0% | +220.7% | +222.3% | +380.7% |
| 10Y | +678.6% | +531.6% | +147.0% | +537.9% |
| All | +47.6% | +2,566.8% | -2,519.2% | +3.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling