+3.0%
KGC vs AEIS
+2,004.7%
-2,001.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.1% | -6.9% | -5.9% |
| 7D | +8.0% | -6.9% | +14.9% | +8.4% |
| 30D | -9.3% | -23.2% | +13.9% | -7.5% |
| 3M | -21.3% | -29.5% | +8.2% | -19.4% |
| 6M | -31.5% | -37.9% | +6.4% | -29.3% |
| YTD | -23.2% | +6.0% | -29.2% | -24.5% |
| 1Y | -15.0% | +1.2% | -16.3% | -16.1% |
| 3Y | +328.7% | +150.0% | +178.8% | +289.3% |
| 5Y | +262.9% | +141.9% | +121.0% | +227.9% |
| 10Y | +568.9% | +356.2% | +212.7% | +460.6% |
| All | +3.0% | +2,004.7% | -2,001.7% | -26.8% |
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 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