+461.7%
KGC vs APTV
-69.9%
+531.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.7% | +2.9% | +0.8% |
| 7D | -0.1% | -1.2% | +1.1% | +0.1% |
| 30D | +10.5% | -10.6% | +21.1% | +13.1% |
| 3M | +19.8% | -35.0% | +54.8% | +30.8% |
| 6M | -6.7% | -38.9% | +32.2% | +2.6% |
| YTD | +7.8% | -41.5% | +49.3% | +19.3% |
| 1Y | +35.7% | -45.8% | +81.5% | +52.4% |
| 3Y | +553.7% | -55.7% | +609.4% | +659.8% |
| 5Y | +461.7% | -70.1% | +531.8% | +557.2% |
| All | +461.7% | -69.9% | +531.5% | +557.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling