+44.2%
KGC vs AHR
+33.1%
+11.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.9% | -0.4% | -1.8% |
| 7D | -1.3% | -1.5% | +0.2% | -0.9% |
| 30D | +20.3% | -1.4% | +21.7% | +20.7% |
| 3M | +8.1% | +18.6% | -10.5% | +3.2% |
| 6M | -8.8% | +6.6% | -15.3% | -9.1% |
| YTD | +10.1% | +17.5% | -7.4% | +6.7% |
| 1Y | +44.2% | +30.9% | +13.4% | +27.5% |
| All | +44.2% | +33.1% | +11.2% | +27.5% |
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