+658.7%
KGC vs ARWR
+1,075.6%
-416.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -2.2% |
| 7D | +2.4% | +2.9% | -0.4% | +2.3% |
| 30D | +9.2% | -2.9% | +12.1% | +9.4% |
| 3M | +16.7% | +15.2% | +1.5% | +15.6% |
| 6M | -7.0% | +42.3% | -49.3% | -9.0% |
| YTD | +7.5% | +28.2% | -20.7% | +5.6% |
| 1Y | +34.4% | +213.2% | -178.9% | +25.8% |
| 3Y | +552.0% | +184.6% | +367.3% | +499.9% |
| 5Y | +454.5% | +29.2% | +425.3% | +417.3% |
| 10Y | +658.7% | +1,012.5% | -353.9% | +611.1% |
| All | +658.7% | +1,075.6% | -416.9% | +611.1% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 10y: compounded portfolio wealth divided by compounded ARWR 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…
10y analysis · Full analysis span regression · 6 months rolling