+445.9%
KGC vs AU
+686.2%
-240.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.5% | +0.2% | +0.3% |
| 7D | -5.6% | -4.3% | -1.4% | -2.7% |
| 30D | +6.1% | +7.3% | -1.2% | +1.2% |
| 3M | +17.3% | +26.3% | -9.0% | -0.1% |
| 6M | -10.3% | +1.8% | -12.1% | -11.9% |
| YTD | +3.9% | +26.8% | -23.0% | -11.9% |
| 1Y | +25.7% | +66.7% | -41.0% | -11.1% |
| 3Y | +526.0% | +579.1% | -53.1% | +68.7% |
| All | +445.9% | +686.2% | -240.3% | +19.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling