+585.5%
KGC vs AMC
-98.8%
+684.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.3% | -1.2% | -3.6% |
| 7D | -4.1% | +8.4% | -12.5% | -4.0% |
| 30D | -11.6% | +9.2% | -20.8% | -11.6% |
| 3M | -24.5% | +32.0% | -56.6% | -24.4% |
| 6M | -34.6% | +149.3% | -183.8% | -34.1% |
| YTD | -26.2% | +114.1% | -140.3% | -25.7% |
| 1Y | -20.1% | +35.8% | -55.9% | -19.9% |
| 3Y | +312.4% | -58.3% | +370.7% | +311.6% |
| 5Y | +224.9% | -99.2% | +324.1% | +214.6% |
| All | +585.5% | -98.8% | +684.3% | +578.8% |
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