+44.2%
KGC vs AMP
+11.4%
+32.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.8% | -1.5% | -2.2% |
| 7D | -1.3% | +0.2% | -1.5% | -1.3% |
| 30D | +20.3% | -0.1% | +20.4% | +20.2% |
| 3M | +8.1% | +23.6% | -15.5% | +5.9% |
| 6M | -8.8% | +20.4% | -29.1% | -11.0% |
| YTD | +10.1% | +15.4% | -5.4% | +6.6% |
| 1Y | +44.2% | +11.0% | +33.3% | +36.3% |
| All | +44.2% | +11.4% | +32.8% | +36.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AMP.
Daily Out/Under-Performance
Portfolio return minus AMP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMP 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 AMP 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