+451.7%
KGC vs AMP
+118.7%
+332.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.3% | -4.6% | -4.4% |
| 7D | -8.4% | -2.0% | -6.4% | -8.0% |
| 30D | +6.3% | -1.7% | +8.0% | +6.8% |
| 3M | +22.4% | +23.2% | -0.8% | +16.3% |
| 6M | -11.4% | +22.2% | -33.6% | -15.8% |
| YTD | +3.1% | +14.0% | -10.8% | -0.8% |
| 1Y | +26.6% | +14.0% | +12.6% | +21.5% |
| 3Y | +525.6% | +67.0% | +458.6% | +412.8% |
| 5Y | +451.7% | +123.2% | +328.4% | +314.9% |
| All | +451.7% | +118.7% | +332.9% | +314.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling