+445.9%
KGC vs BBIO
+42.7%
+403.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBIO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -5.6% | -3.2% | -2.4% | -5.4% |
| 30D | +6.1% | -13.6% | +19.7% | +7.2% |
| 3M | +17.3% | +7.2% | +10.1% | +16.8% |
| 6M | -10.3% | +1.5% | -11.8% | -10.4% |
| YTD | +3.9% | -5.3% | +9.1% | +4.0% |
| 1Y | +25.7% | +37.7% | -12.0% | +22.9% |
| 3Y | +526.0% | +153.9% | +372.1% | +481.7% |
| All | +445.9% | +42.7% | +403.2% | +353.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBIO.
Daily Out/Under-Performance
Portfolio return minus BBIO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBIO 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 BBIO 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