-18.5%
KGC vs AR
+11.2%
-29.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +1.3% | -4.8% | -3.3% |
| 7D | -4.1% | +6.4% | -10.5% | -2.7% |
| 30D | -11.6% | +3.1% | -14.8% | -10.9% |
| 3M | -24.5% | +3.3% | -27.8% | -23.7% |
| 6M | -34.6% | +6.6% | -41.1% | -33.1% |
| YTD | -26.2% | +12.3% | -38.5% | -27.3% |
| All | -18.5% | +11.2% | -29.7% | -20.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AR.
Daily Out/Under-Performance
Portfolio return minus AR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AR 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 AR 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