+35.3%
KGC vs AME
+27.2%
+8.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | +2.4% | +2.8% | -0.3% | +0.6% |
| 30D | +9.2% | -6.3% | +15.5% | +13.8% |
| 3M | +16.7% | +5.4% | +11.4% | +11.1% |
| 6M | -7.0% | +7.4% | -14.4% | -12.6% |
| YTD | +7.5% | +16.2% | -8.7% | +1.0% |
| All | +35.3% | +27.2% | +8.2% | +22.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AME.
Daily Out/Under-Performance
Portfolio return minus AME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AME 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 1y: compounded portfolio wealth divided by compounded AME 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…
1y analysis · Full analysis span regression · 6 months rolling