+463.0%
KGC vs ARWR
+28.5%
+434.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | -1.3% | +1.7% | -3.0% | -1.5% |
| 30D | +20.3% | -0.7% | +20.9% | +20.4% |
| 3M | +8.1% | +14.9% | -6.8% | +6.2% |
| 6M | -8.8% | +32.6% | -41.4% | -11.8% |
| YTD | +10.1% | +30.0% | -20.0% | +6.3% |
| 1Y | +44.2% | +208.4% | -164.1% | +27.8% |
| 3Y | +533.0% | +208.8% | +324.2% | +437.8% |
| All | +463.0% | +28.5% | +434.5% | +376.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling