+315.8%
KGC vs AR
+48.6%
+267.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.1% | +0.2% | +0.2% |
| 7D | -6.7% | +7.4% | -14.0% | -7.1% |
| 30D | -6.7% | +5.8% | -12.4% | -7.2% |
| 3M | -22.6% | +5.2% | -27.8% | -23.1% |
| 6M | -33.4% | +5.4% | -38.9% | -34.0% |
| YTD | -26.0% | +12.4% | -38.4% | -28.3% |
| 1Y | -18.3% | +12.8% | -31.1% | -21.0% |
| 3Y | +315.8% | +47.2% | +268.6% | +251.0% |
| All | +315.8% | +48.6% | +267.2% | +251.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling