-15.0%
KGC vs ALLE
+14.8%
-29.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ALLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.2% | -5.6% |
| 7D | +8.0% | +0.1% | +8.0% | +8.0% |
| 30D | -9.3% | +25.9% | -35.2% | -17.6% |
| 3M | -21.3% | +14.9% | -36.2% | -25.5% |
| 6M | -31.5% | +42.1% | -73.6% | -41.2% |
| YTD | -23.2% | +20.4% | -43.6% | -30.2% |
| 1Y | -15.0% | +14.9% | -29.9% | -20.6% |
| All | -15.0% | +14.8% | -29.9% | -20.6% |
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