+660.5%
KGC vs AMP
+589.3%
+71.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.7% | 0.0% | +0.6% |
| 7D | -5.6% | -0.5% | -5.1% | -5.6% |
| 30D | +6.1% | -1.3% | +7.5% | +6.3% |
| 3M | +17.3% | +24.2% | -6.9% | +14.7% |
| 6M | -10.3% | +24.6% | -34.9% | -12.4% |
| YTD | +3.9% | +14.8% | -11.0% | +2.1% |
| 1Y | +25.7% | +12.8% | +12.9% | +23.7% |
| 3Y | +526.0% | +69.0% | +457.0% | +485.6% |
| 5Y | +455.5% | +124.9% | +330.6% | +405.6% |
| All | +660.5% | +589.3% | +71.3% | +635.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling