+229.2%
KGC vs AME
+18,019.4%
-17,790.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.5% | +0.5% | +2.6% |
| 7D | +10.5% | -5.2% | +15.6% | +11.3% |
| 30D | -4.1% | -8.0% | +4.0% | -2.7% |
| 3M | -13.1% | -8.9% | -4.2% | -11.8% |
| 6M | -27.5% | -5.0% | -22.6% | -27.0% |
| YTD | -20.7% | +11.9% | -32.6% | -22.1% |
| 1Y | -6.1% | +16.6% | -22.7% | -8.4% |
| 3Y | +318.6% | +62.5% | +256.1% | +284.1% |
| 5Y | +289.9% | +67.6% | +222.3% | +255.3% |
| 10Y | +501.8% | +450.4% | +51.5% | +346.9% |
| All | +229.2% | +18,019.4% | -17,790.1% | +83.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling