+298.7%
KGC vs AMBA
-69.7%
+368.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +5.3% | -2.5% | +2.1% |
| 7D | +11.1% | 0.0% | +11.2% | +11.0% |
| 30D | -3.7% | -8.6% | +4.8% | -2.8% |
| 3M | -17.2% | -29.0% | +11.8% | -14.1% |
| 6M | -27.3% | -19.2% | -8.1% | -27.0% |
| YTD | -18.5% | -13.0% | -5.5% | -19.5% |
| 1Y | -5.7% | -31.3% | +25.5% | -4.5% |
| 3Y | +336.5% | +28.1% | +308.3% | +296.5% |
| 5Y | +298.7% | -69.4% | +368.2% | +252.9% |
| All | +298.7% | -69.7% | +368.5% | +252.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling