-4.3%
KGC vs AHR
+26.3%
-30.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.6% | +4.9% | +7.1% |
| 7D | -6.8% | +9.5% | -16.2% | -7.9% |
| 30D | -9.2% | +11.7% | -20.9% | -10.7% |
| 3M | -9.1% | +4.0% | -13.1% | -9.4% |
| 6M | -25.7% | +13.5% | -39.2% | -26.2% |
| YTD | -23.6% | +21.6% | -45.2% | -23.6% |
| 1Y | -4.3% | +25.1% | -29.4% | -7.5% |
| All | -4.3% | +26.3% | -30.6% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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