+44.2%
KGC vs ALB
+60.9%
-16.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.4% | +2.2% | -0.5% |
| 7D | -1.3% | -8.1% | +6.8% | +1.9% |
| 30D | +20.3% | +6.3% | +14.0% | +16.9% |
| 3M | +8.1% | -23.6% | +31.7% | +19.6% |
| 6M | -8.8% | -24.6% | +15.8% | -1.0% |
| YTD | +10.1% | -10.3% | +20.3% | +13.0% |
| 1Y | +44.2% | +61.5% | -17.2% | +30.1% |
| All | +44.2% | +60.9% | -16.7% | +30.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ALB.
Daily Out/Under-Performance
Portfolio return minus ALB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALB 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 ALB 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