+710.2%
KGC vs BBWI
-58.2%
+768.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.3% | +6.6% | +0.5% |
| 7D | -0.1% | -4.4% | +4.3% | +0.1% |
| 30D | +10.5% | -7.4% | +17.9% | +10.7% |
| 3M | +19.8% | -2.2% | +22.0% | +19.7% |
| 6M | -6.7% | -16.3% | +9.6% | -6.3% |
| YTD | +7.8% | -9.1% | +16.9% | +7.6% |
| 1Y | +35.7% | -34.5% | +70.2% | +36.7% |
| 3Y | +553.7% | -47.0% | +600.7% | +560.5% |
| 5Y | +461.7% | -68.8% | +530.5% | +465.2% |
| 10Y | +710.2% | -57.4% | +767.5% | +690.1% |
| All | +710.2% | -58.2% | +768.4% | +690.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 10y: compounded portfolio wealth divided by compounded BBWI 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…
10y analysis · Full analysis span regression · 6 months rolling