-15.0%
KGC vs ARWR
+20.0%
-35.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.3% | -5.7% |
| 7D | +8.0% | -17.7% | +25.7% | +11.8% |
| 30D | -9.3% | -21.9% | +12.6% | -5.1% |
| 3M | -21.3% | -44.5% | +23.2% | -11.8% |
| 6M | -31.5% | -32.6% | +1.1% | -26.5% |
| YTD | -23.2% | -26.2% | +3.0% | -19.8% |
| 1Y | -15.0% | +23.0% | -38.0% | -16.4% |
| All | -15.0% | +20.0% | -35.0% | -16.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling