+244.3%
KGC vs AMC
-99.1%
+343.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +0.9% | -0.2% |
| 7D | +0.2% | -2.8% | +3.1% | +0.3% |
| 30D | -8.8% | +14.0% | -22.8% | -9.3% |
| 3M | -21.1% | +42.5% | -63.6% | -22.1% |
| 6M | -32.3% | +142.6% | -174.9% | -34.6% |
| YTD | -23.5% | +119.2% | -142.7% | -26.0% |
| 1Y | -15.0% | +40.7% | -55.7% | -16.9% |
| 3Y | +327.5% | -57.3% | +384.8% | +326.2% |
| 5Y | +244.3% | -99.1% | +343.4% | +311.5% |
| All | +244.3% | -99.1% | +343.4% | +311.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling