+568.9%
KGC vs BBWI
-44.4%
+613.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.3% | -5.8% |
| 7D | +8.0% | -4.2% | +12.3% | +8.2% |
| 30D | -9.3% | +24.9% | -34.2% | -10.1% |
| 3M | -21.3% | +13.2% | -34.5% | -21.8% |
| 6M | -31.5% | +12.1% | -43.6% | -32.0% |
| YTD | -23.2% | +11.1% | -34.3% | -24.0% |
| 1Y | -15.0% | +0.7% | -15.7% | -15.7% |
| 3Y | +328.7% | -23.8% | +352.5% | +327.6% |
| 5Y | +262.9% | -66.9% | +329.8% | +262.1% |
| 10Y | +568.9% | -45.3% | +614.2% | +573.1% |
| All | +568.9% | -44.4% | +613.3% | +573.1% |
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