+634.8%
KGC vs ALLY
+182.4%
+452.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ALLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.6% | -1.9% | -0.5% |
| 7D | +0.2% | -2.8% | +3.0% | +0.6% |
| 30D | -8.8% | +1.9% | -10.7% | -9.0% |
| 3M | -21.1% | -12.1% | -9.0% | -20.0% |
| 6M | -32.3% | -9.0% | -23.3% | -31.6% |
| YTD | -23.5% | -12.9% | -10.5% | -22.4% |
| 1Y | -15.0% | -0.1% | -14.9% | -14.9% |
| 3Y | +327.5% | +64.6% | +262.9% | +302.7% |
| 5Y | +244.3% | -10.1% | +254.4% | +233.4% |
| 10Y | +634.8% | +176.7% | +458.1% | +628.5% |
| All | +634.8% | +182.4% | +452.4% | +628.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ALLY.
Daily Out/Under-Performance
Portfolio return minus ALLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ALLY 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 ALLY 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