+521.7%
KGC vs AU
+574.0%
-52.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -4.3% | 0.0% | -1.3% |
| 7D | -8.4% | -7.0% | -1.4% | -3.7% |
| 30D | +6.3% | +7.3% | -0.9% | +1.5% |
| 3M | +22.4% | +33.2% | -10.8% | +0.7% |
| 6M | -11.4% | -0.6% | -10.8% | -11.7% |
| YTD | +3.1% | +26.2% | -23.0% | -11.7% |
| 1Y | +26.6% | +68.3% | -41.7% | -9.5% |
| All | +521.7% | +574.0% | -52.3% | +99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 3y: compounded portfolio wealth divided by compounded AU 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…
3y analysis · Full analysis span regression · 6 months rolling