+315.8%
KGC vs AMC
-59.1%
+374.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.7% | +2.9% | +0.3% |
| 7D | -6.7% | +3.5% | -10.2% | -6.8% |
| 30D | -6.7% | +12.5% | -19.1% | -7.0% |
| 3M | -22.6% | +23.6% | -46.2% | -23.2% |
| 6M | -33.4% | +144.4% | -177.8% | -35.3% |
| YTD | -26.0% | +108.3% | -134.3% | -28.0% |
| 1Y | -18.3% | +38.9% | -57.2% | -20.1% |
| 3Y | +315.8% | -58.9% | +374.7% | +319.0% |
| All | +315.8% | -59.1% | +374.9% | +319.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling