+587.2%
KGC vs APTV
-27.4%
+614.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -6.7% | -1.7% | -4.9% | -6.4% |
| 30D | -6.7% | -11.6% | +4.9% | -4.9% |
| 3M | -22.6% | -21.2% | -1.4% | -19.8% |
| 6M | -33.4% | -28.5% | -4.9% | -30.3% |
| YTD | -26.0% | -49.1% | +23.1% | -19.2% |
| 1Y | -18.3% | -52.2% | +33.9% | -10.1% |
| 3Y | +315.8% | -48.6% | +364.4% | +346.7% |
| 5Y | +225.7% | -77.3% | +303.0% | +272.8% |
| All | +587.2% | -27.4% | +614.6% | +639.5% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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