+521.7%
KGC vs AGI
+203.7%
+318.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -3.4% | -0.9% | -1.3% |
| 7D | -8.4% | -5.4% | -3.1% | -3.9% |
| 30D | +6.3% | +6.6% | -0.3% | +0.9% |
| 3M | +22.4% | +8.2% | +14.2% | +13.6% |
| 6M | -11.4% | -29.3% | +17.9% | +18.8% |
| YTD | +3.1% | -7.4% | +10.5% | +7.1% |
| 1Y | +26.6% | +7.9% | +18.7% | +14.4% |
| All | +521.7% | +203.7% | +318.0% | +116.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 3y: compounded portfolio wealth divided by compounded AGI 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…
3y analysis · Full analysis span regression · 6 months rolling