+35.7%
KGC vs ATI
+166.4%
-130.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.6% | +0.4% |
| 7D | -0.1% | +2.4% | -2.5% | -1.1% |
| 30D | +10.5% | -9.5% | +20.0% | +14.9% |
| 3M | +19.8% | +10.4% | +9.4% | +12.8% |
| 6M | -6.7% | +31.8% | -38.5% | -20.1% |
| YTD | +7.8% | +80.0% | -72.2% | -15.2% |
| 1Y | +35.7% | +175.8% | -140.2% | +0.7% |
| All | +35.7% | +166.4% | -130.8% | +0.7% |
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