+218.1%
KGC vs AMP
+1,943.9%
-1,725.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AMP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.3% | -2.3% | -3.3% |
| 7D | -4.1% | +1.2% | -5.2% | -4.3% |
| 30D | -11.6% | +4.4% | -16.1% | -12.3% |
| 3M | -24.5% | -8.8% | -15.7% | -23.3% |
| 6M | -34.6% | +9.9% | -44.5% | -35.6% |
| YTD | -26.2% | +6.1% | -32.3% | -27.2% |
| 1Y | -20.1% | +10.6% | -30.7% | -21.8% |
| 3Y | +312.4% | +58.8% | +253.6% | +274.3% |
| 5Y | +224.9% | +79.0% | +146.0% | +186.2% |
| 10Y | +608.7% | +461.5% | +147.2% | +377.2% |
| All | +218.1% | +1,943.9% | -1,725.8% | +36.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling