-18.3%
KGC vs AME
+24.0%
-42.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | -6.7% | +5.9% | -12.5% | -10.0% |
| 30D | -6.7% | -1.9% | -4.7% | -5.9% |
| 3M | -22.6% | -5.4% | -17.2% | -19.8% |
| 6M | -33.4% | +4.9% | -38.4% | -37.4% |
| YTD | -26.0% | +18.5% | -44.4% | -31.9% |
| 1Y | -18.3% | +25.5% | -43.8% | -26.9% |
| All | -18.3% | +24.0% | -42.3% | -26.9% |
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