+25.7%
KGC vs AHR
+26.4%
-0.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.9% | +1.6% | +0.9% |
| 7D | -5.6% | -2.1% | -3.6% | -5.1% |
| 30D | +6.1% | +1.9% | +4.3% | +5.7% |
| 3M | +17.3% | +15.7% | +1.7% | +12.9% |
| 6M | -10.3% | +2.5% | -12.8% | -9.8% |
| YTD | +3.9% | +15.0% | -11.2% | +1.1% |
| 1Y | +25.7% | +28.1% | -2.4% | +9.1% |
| All | +25.7% | +26.4% | -0.6% | +9.1% |
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