+710.2%
KGC vs ALB
+80.1%
+630.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +0.7% |
| 7D | -0.1% | -8.6% | +8.5% | +1.3% |
| 30D | +10.5% | -4.0% | +14.5% | +11.1% |
| 3M | +19.8% | -17.4% | +37.2% | +23.4% |
| 6M | -6.7% | -25.4% | +18.7% | -2.6% |
| YTD | +7.8% | -10.5% | +18.3% | +9.7% |
| 1Y | +35.7% | +75.8% | -40.2% | +25.6% |
| 3Y | +553.7% | -28.5% | +582.2% | +560.9% |
| 5Y | +461.7% | -45.1% | +506.8% | +482.8% |
| 10Y | +710.2% | +87.3% | +622.8% | +475.1% |
| All | +710.2% | +80.1% | +630.1% | +475.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling