+658.7%
KGC vs APD
+161.1%
+497.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.2% | -2.0% |
| 7D | +2.4% | -2.5% | +4.9% | +3.1% |
| 30D | +9.2% | -1.9% | +11.1% | +9.7% |
| 3M | +16.7% | +8.2% | +8.5% | +14.1% |
| 6M | -7.0% | +10.7% | -17.8% | -9.7% |
| YTD | +7.5% | +22.9% | -15.4% | +0.9% |
| 1Y | +34.4% | +5.8% | +28.6% | +31.2% |
| 3Y | +552.0% | +7.8% | +544.2% | +520.6% |
| 5Y | +454.5% | +26.1% | +428.4% | +400.8% |
| 10Y | +658.7% | +163.7% | +495.0% | +621.6% |
| All | +658.7% | +161.1% | +497.6% | +621.6% |
Cumulative growth
Daily Returns
Daily percentage return beside APD.
Daily Out/Under-Performance
Portfolio return minus APD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APD 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 APD 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