+25.7%
KGC vs APTV
-44.8%
+70.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.3% | +1.0% | +0.8% |
| 7D | -5.6% | -5.0% | -0.6% | -4.3% |
| 30D | +6.1% | -6.1% | +12.2% | +7.8% |
| 3M | +17.3% | -33.0% | +50.3% | +30.1% |
| 6M | -10.3% | -35.2% | +24.9% | -1.4% |
| YTD | +3.9% | -40.1% | +44.0% | +16.2% |
| 1Y | +25.7% | -45.6% | +71.3% | +41.9% |
| All | +25.7% | -44.8% | +70.5% | +41.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling