+238.3%
KGC vs APD
+6,318.0%
-6,079.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.0% | +0.7% | +2.3% |
| 7D | +11.1% | -1.6% | +12.7% | +11.5% |
| 30D | -3.7% | +10.6% | -14.4% | -5.8% |
| 3M | -17.2% | +2.5% | -19.7% | -17.7% |
| 6M | -27.3% | +6.0% | -33.2% | -28.3% |
| YTD | -18.5% | +28.4% | -47.0% | -23.1% |
| 1Y | -5.7% | +22.2% | -27.9% | -10.1% |
| 3Y | +336.5% | +26.6% | +309.9% | +307.8% |
| 5Y | +298.7% | +11.8% | +286.9% | +280.1% |
| 10Y | +538.5% | +187.8% | +350.8% | +399.3% |
| All | +238.3% | +6,318.0% | -6,079.8% | +117.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling