+568.9%
KGC vs ALLE
+217.2%
+351.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.2% | -5.7% |
| 7D | +8.0% | +0.1% | +8.0% | +8.0% |
| 30D | -9.3% | +25.9% | -35.2% | -13.6% |
| 3M | -21.3% | +14.9% | -36.2% | -23.6% |
| 6M | -31.5% | +42.1% | -73.6% | -36.3% |
| YTD | -23.2% | +20.4% | -43.6% | -26.4% |
| 1Y | -15.0% | +14.9% | -29.9% | -17.9% |
| 3Y | +328.7% | +90.1% | +238.6% | +274.9% |
| 5Y | +262.9% | +53.0% | +209.9% | +222.1% |
| 10Y | +568.9% | +208.8% | +360.1% | +477.1% |
| All | +568.9% | +217.2% | +351.7% | +477.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling