+527.8%
KGC vs AMBA
-0.9%
+528.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +6.1% | -3.1% | +2.5% |
| 7D | +10.5% | -7.2% | +17.7% | +11.1% |
| 30D | -4.1% | -10.4% | +6.3% | -3.2% |
| 3M | -13.1% | -30.1% | +17.0% | -10.6% |
| 6M | -27.5% | -22.4% | -5.1% | -27.0% |
| YTD | -20.7% | -17.3% | -3.4% | -20.9% |
| 1Y | -6.1% | -35.4% | +29.3% | -4.7% |
| 3Y | +318.6% | +18.6% | +300.0% | +297.3% |
| 5Y | +289.9% | -69.8% | +359.8% | +280.8% |
| All | +527.8% | -0.9% | +528.7% | +488.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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