+331.2%
KGC vs AMC
-56.5%
+387.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.8% | -7.5% | -5.8% |
| 7D | +8.0% | +5.5% | +2.5% | +7.8% |
| 30D | -9.3% | +16.1% | -25.4% | -9.8% |
| 3M | -21.3% | +43.0% | -64.3% | -22.3% |
| 6M | -31.5% | +130.7% | -162.2% | -33.4% |
| YTD | -23.2% | +121.8% | -145.0% | -25.4% |
| 1Y | -15.0% | +40.7% | -55.7% | -17.0% |
| All | +331.2% | -56.5% | +387.7% | +333.7% |
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