+318.6%
KGC vs APD
+11.7%
+306.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.5% | +4.5% | +3.3% |
| 7D | +10.5% | -3.7% | +14.1% | +11.2% |
| 30D | -4.1% | +9.6% | -13.7% | -5.7% |
| 3M | -13.1% | +1.6% | -14.7% | -13.5% |
| 6M | -27.5% | +2.2% | -29.7% | -27.9% |
| YTD | -20.7% | +25.9% | -46.6% | -24.2% |
| 1Y | -6.1% | +20.1% | -26.2% | -9.4% |
| 3Y | +318.6% | +12.4% | +306.2% | +297.7% |
| All | +318.6% | +11.7% | +306.9% | +297.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling