+475.6%
KGC vs AHR
+357.7%
+117.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.7% |
| 7D | -0.1% | -4.3% | +4.2% | +1.3% |
| 30D | +10.5% | -3.1% | +13.5% | +11.5% |
| 3M | +19.8% | +15.7% | +4.1% | +14.1% |
| 6M | -6.7% | +4.1% | -10.8% | -7.9% |
| YTD | +7.8% | +15.4% | -7.6% | +2.6% |
| 1Y | +35.7% | +28.0% | +7.7% | +24.3% |
| All | +475.6% | +357.7% | +117.8% | +305.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling