+286.2%
KGC vs AR
+71.8%
+214.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.8% | +3.1% |
| 7D | +10.5% | -14.3% | +24.7% | +12.8% |
| 30D | -4.1% | +1.4% | -5.5% | -4.5% |
| 3M | -13.1% | +3.4% | -16.5% | -14.0% |
| 6M | -27.5% | -2.1% | -25.5% | -27.9% |
| YTD | -20.7% | +4.7% | -25.4% | -23.0% |
| 1Y | -6.1% | +10.6% | -16.6% | -9.9% |
| 3Y | +318.6% | +24.6% | +294.0% | +279.0% |
| All | +286.2% | +71.8% | +214.4% | +235.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling