+1,074.8%
KGC vs AZO
+42,241.4%
-41,166.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.4% | +1.6% | +0.3% |
| 7D | -0.1% | -0.8% | +0.7% | -0.1% |
| 30D | +10.5% | -5.1% | +15.6% | +10.8% |
| 3M | +19.8% | -7.2% | +27.0% | +20.2% |
| 6M | -6.7% | -20.7% | +14.1% | -5.6% |
| YTD | +7.8% | -14.2% | +21.9% | +8.6% |
| 1Y | +35.7% | -32.2% | +67.8% | +38.3% |
| 3Y | +553.7% | +11.1% | +542.6% | +548.7% |
| 5Y | +461.7% | +87.6% | +374.1% | +443.7% |
| 10Y | +710.2% | +302.9% | +407.2% | +660.1% |
| All | +1,074.8% | +42,241.4% | -41,166.6% | +1,028.0% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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