+37.9%
KGC vs AMRZ
-17.3%
+55.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -2.0% | -3.7% | -5.0% |
| 7D | +8.0% | 0.0% | +8.1% | +8.1% |
| 30D | -9.3% | +15.9% | -25.2% | -14.5% |
| 3M | -21.3% | -9.2% | -12.2% | -18.8% |
| 6M | -31.5% | -20.3% | -11.2% | -26.2% |
| YTD | -23.2% | -21.5% | -1.8% | -16.2% |
| 1Y | -15.0% | -12.9% | -2.2% | -7.1% |
| All | +37.9% | -17.3% | +55.2% | +50.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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