+44.2%
KGC vs AUR
+11.8%
+32.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AUR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.3% | -2.6% | -2.4% |
| 7D | -1.3% | +8.7% | -10.0% | -3.4% |
| 30D | +20.3% | -5.2% | +25.5% | +21.5% |
| 3M | +8.1% | -7.3% | +15.4% | +8.7% |
| 6M | -8.8% | +41.2% | -50.0% | -19.4% |
| YTD | +10.1% | +65.1% | -55.0% | -6.8% |
| 1Y | +44.2% | +13.4% | +30.8% | +29.6% |
| All | +44.2% | +11.8% | +32.4% | +29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AUR.
Daily Out/Under-Performance
Portfolio return minus AUR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AUR 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 AUR 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