-9.8%
KGC vs ALLE
+15.5%
-25.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.8% | 0.0% | +1.8% |
| 7D | +11.1% | -0.6% | +11.8% | +11.4% |
| 30D | -3.7% | +26.6% | -30.4% | -12.7% |
| 3M | -17.2% | +13.2% | -30.4% | -21.1% |
| 6M | -27.3% | +42.9% | -70.2% | -37.8% |
| YTD | -18.5% | +21.0% | -39.6% | -26.1% |
| All | -9.8% | +15.5% | -25.3% | -15.9% |
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 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