+474.0%
KGC vs AHR
+364.8%
+109.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | +2.4% | -3.4% | +5.9% | +3.6% |
| 30D | +9.2% | -3.8% | +13.0% | +10.5% |
| 3M | +16.7% | +20.1% | -3.3% | +9.8% |
| 6M | -7.0% | +7.1% | -14.1% | -9.1% |
| YTD | +7.5% | +17.2% | -9.7% | +1.8% |
| 1Y | +34.4% | +30.4% | +4.0% | +22.3% |
| All | +474.0% | +364.8% | +109.3% | +302.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling