-4.3%
KGC vs AMC
+38.0%
-42.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +7.3% | +0.2% | +6.8% |
| 7D | -6.8% | +17.7% | -24.5% | -8.1% |
| 30D | -9.2% | +26.2% | -35.3% | -10.9% |
| 3M | -9.1% | +31.3% | -40.5% | -11.5% |
| 6M | -25.7% | +142.8% | -168.4% | -32.7% |
| YTD | -23.6% | +125.6% | -149.3% | -30.5% |
| 1Y | -4.3% | +40.2% | -44.5% | -5.3% |
| All | -4.3% | +38.0% | -42.3% | -5.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMC.
Daily Out/Under-Performance
Portfolio return minus AMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMC 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 AMC 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