+169.4%
KGC vs APTV
+194.6%
-25.2%
-89.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.1% | -5.3% | -2.7% |
| 7D | -1.3% | +4.8% | -6.1% | -1.9% |
| 30D | +20.3% | +2.0% | +18.3% | +19.9% |
| 3M | +8.1% | -34.2% | +42.3% | +14.3% |
| 6M | -8.8% | -34.7% | +25.9% | -3.9% |
| YTD | +10.1% | -37.0% | +47.0% | +16.4% |
| 1Y | +44.2% | -40.4% | +84.6% | +53.6% |
| 3Y | +533.0% | -54.1% | +587.1% | +586.6% |
| 5Y | +443.0% | -68.0% | +511.0% | +500.3% |
| 10Y | +678.6% | -15.5% | +694.1% | +658.6% |
| All | +169.4% | +194.6% | -25.2% | +21.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling