+527.8%
KGC vs AMC
-98.7%
+626.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.9% | +1.1% | +3.0% |
| 7D | +10.5% | +2.6% | +7.9% | +10.5% |
| 30D | -4.1% | +9.0% | -13.1% | -4.0% |
| 3M | -13.1% | +22.2% | -35.3% | -13.0% |
| 6M | -27.5% | +91.5% | -119.0% | -27.2% |
| YTD | -20.7% | +101.3% | -122.0% | -20.3% |
| 1Y | -6.1% | +20.8% | -26.8% | -5.9% |
| 3Y | +318.6% | -71.3% | +389.9% | +316.5% |
| 5Y | +289.9% | -99.2% | +389.2% | +277.1% |
| All | +527.8% | -98.7% | +626.5% | +538.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling