-4.3%
KGC vs ALLE
+18.6%
-22.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.8% | +5.7% | +6.8% |
| 7D | -6.8% | +6.7% | -13.4% | -8.9% |
| 30D | -9.2% | +25.4% | -34.6% | -17.1% |
| 3M | -9.1% | +16.9% | -26.1% | -14.5% |
| 6M | -25.7% | +46.6% | -72.2% | -37.2% |
| YTD | -23.6% | +22.4% | -46.0% | -30.9% |
| 1Y | -4.3% | +17.7% | -22.0% | -10.8% |
| All | -4.3% | +18.6% | -22.9% | -10.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLE.
Daily Out/Under-Performance
Portfolio return minus ALLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLE 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 ALLE 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