+538.5%
KGC vs ARWR
+921.6%
-383.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -15.3% | +18.1% | +3.7% |
| 7D | +11.1% | -17.3% | +28.5% | +12.3% |
| 30D | -3.7% | -21.5% | +17.8% | -2.4% |
| 3M | -17.2% | -43.8% | +26.6% | -14.3% |
| 6M | -27.3% | -32.3% | +5.0% | -25.7% |
| YTD | -18.5% | -25.8% | +7.3% | -17.3% |
| 1Y | -5.7% | +25.5% | -31.2% | -7.3% |
| 3Y | +336.5% | +84.1% | +252.3% | +312.3% |
| 5Y | +298.7% | -39.2% | +337.9% | +286.4% |
| 10Y | +538.5% | +1,072.4% | -533.8% | +465.1% |
| All | +538.5% | +921.6% | -383.0% | +465.1% |
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