+552.0%
KGC vs APTV
-54.7%
+606.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.6% | +2.3% | -1.5% |
| 7D | +2.4% | +2.0% | +0.5% | +2.1% |
| 30D | +9.2% | -7.7% | +16.9% | +10.6% |
| 3M | +16.7% | -34.0% | +50.7% | +24.5% |
| 6M | -7.0% | -37.1% | +30.1% | -0.9% |
| YTD | +7.5% | -39.9% | +47.4% | +15.2% |
| 1Y | +34.4% | -44.4% | +78.8% | +45.1% |
| 3Y | +552.0% | -54.5% | +606.5% | +654.2% |
| All | +552.0% | -54.7% | +606.7% | +654.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling