+262.9%
KGC vs ALLE
+53.5%
+209.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -16.0% |
| 3M | -21.3% | +14.9% | -36.2% | -24.9% |
| 6M | -31.5% | +42.1% | -73.6% | -39.0% |
| YTD | -23.2% | +20.4% | -43.6% | -28.3% |
| 1Y | -15.0% | +14.9% | -29.9% | -19.6% |
| 3Y | +328.7% | +90.1% | +238.6% | +234.5% |
| 5Y | +262.9% | +53.0% | +209.9% | +199.1% |
| All | +262.9% | +53.5% | +209.4% | +199.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling