+44.2%
KGC vs ATI
+176.2%
-132.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.0% | -5.3% | -3.5% |
| 7D | -1.3% | -0.1% | -1.2% | -1.3% |
| 30D | +20.3% | +2.7% | +17.6% | +17.9% |
| 3M | +8.1% | +16.3% | -8.2% | -0.6% |
| 6M | -8.8% | +30.2% | -38.9% | -21.5% |
| YTD | +10.1% | +83.6% | -73.5% | -14.0% |
| 1Y | +44.2% | +173.0% | -128.8% | +6.7% |
| All | +44.2% | +176.2% | -132.0% | +6.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ATI.
Daily Out/Under-Performance
Portfolio return minus ATI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ATI 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 ATI 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