+634.8%
KGC vs ALLE
+212.2%
+422.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.1% | -0.4% |
| 7D | +0.2% | -0.8% | +1.1% | +0.4% |
| 30D | -8.8% | +27.4% | -36.2% | -13.3% |
| 3M | -21.1% | +13.8% | -34.9% | -23.2% |
| 6M | -32.3% | +45.5% | -77.8% | -37.3% |
| YTD | -23.5% | +21.4% | -44.9% | -26.8% |
| 1Y | -15.0% | +15.4% | -30.3% | -17.9% |
| 3Y | +327.5% | +91.7% | +235.8% | +273.2% |
| 5Y | +244.3% | +54.5% | +189.8% | +205.0% |
| 10Y | +634.8% | +210.5% | +424.2% | +537.1% |
| All | +634.8% | +212.2% | +422.6% | +537.1% |
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