+538.5%
KGC vs ALLE
+233.6%
+304.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.8% | 0.0% | +2.2% |
| 7D | +11.1% | -0.6% | +11.8% | +11.3% |
| 30D | -3.7% | +26.6% | -30.4% | -8.2% |
| 3M | -17.2% | +13.2% | -30.4% | -19.3% |
| 6M | -27.3% | +42.9% | -70.2% | -32.3% |
| YTD | -18.5% | +21.0% | -39.6% | -21.9% |
| 1Y | -5.7% | +15.2% | -20.9% | -8.9% |
| 3Y | +336.5% | +95.6% | +240.9% | +281.4% |
| 5Y | +298.7% | +53.4% | +245.3% | +254.5% |
| 10Y | +538.5% | +221.5% | +317.1% | +506.9% |
| All | +538.5% | +233.6% | +304.9% | +506.9% |
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