+463.0%
KGC vs AMC
-99.4%
+562.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.3% | -6.6% | -2.4% |
| 7D | -1.3% | +2.3% | -3.6% | -1.4% |
| 30D | +20.3% | -0.7% | +21.0% | +20.3% |
| 3M | +8.1% | +35.2% | -27.1% | +6.6% |
| 6M | -8.8% | +124.6% | -133.3% | -11.6% |
| YTD | +10.1% | +69.9% | -59.8% | +7.4% |
| 1Y | +44.2% | -2.6% | +46.8% | +42.7% |
| 3Y | +533.0% | -79.8% | +612.8% | +544.3% |
| All | +463.0% | -99.4% | +562.4% | +558.9% |
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