-9.8%
KGC vs APD
+21.8%
-31.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.0% | +0.7% | +2.5% |
| 7D | +11.1% | -1.6% | +12.7% | +11.3% |
| 30D | -3.7% | +10.6% | -14.4% | -5.0% |
| 3M | -17.2% | +2.5% | -19.7% | -17.8% |
| 6M | -27.3% | +6.0% | -33.2% | -27.9% |
| YTD | -18.5% | +28.4% | -47.0% | -19.7% |
| All | -9.8% | +21.8% | -31.6% | -10.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling