+282.5%
KGC vs ATI
+955.8%
-673.3%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ATI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.2% | -4.6% | -5.5% |
| 7D | +8.0% | +1.3% | +6.7% | +7.7% |
| 30D | -9.3% | -4.8% | -4.6% | -8.7% |
| 3M | -21.3% | -19.9% | -1.4% | -18.2% |
| 6M | -31.5% | +15.4% | -46.8% | -33.8% |
| YTD | -23.2% | +59.2% | -82.5% | -30.3% |
| 1Y | -15.0% | +86.3% | -101.3% | -25.2% |
| 3Y | +328.7% | +318.2% | +10.5% | +210.8% |
| 5Y | +262.9% | +958.6% | -695.8% | +114.9% |
| 10Y | +568.9% | +996.8% | -427.9% | +228.7% |
| All | +282.5% | +955.8% | -673.3% | +108.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling