-15.0%
KGC vs APD
+22.2%
-37.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.4% | -6.2% | -5.8% |
| 7D | +8.0% | -0.2% | +8.3% | +8.0% |
| 30D | -9.3% | +11.0% | -20.3% | -10.5% |
| 3M | -21.3% | +1.3% | -22.6% | -21.8% |
| 6M | -31.5% | +6.4% | -37.8% | -32.1% |
| YTD | -23.2% | +28.9% | -52.2% | -24.4% |
| 1Y | -15.0% | +23.2% | -38.3% | -15.3% |
| All | -15.0% | +22.2% | -37.3% | -15.3% |
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