+207.3%
KGC vs BDX
+6,371.9%
-6,164.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.8% | +0.1% |
| 7D | -6.7% | +2.9% | -9.6% | -6.9% |
| 30D | -6.7% | +15.4% | -22.1% | -8.1% |
| 3M | -22.6% | +20.5% | -43.1% | -24.1% |
| 6M | -33.4% | +53.2% | -86.6% | -36.5% |
| YTD | -26.0% | +45.7% | -71.7% | -29.1% |
| 1Y | -18.3% | +47.3% | -65.6% | -21.8% |
| 3Y | +315.8% | +25.1% | +290.7% | +302.7% |
| 5Y | +225.7% | +27.4% | +198.3% | +214.8% |
| 10Y | +610.5% | +95.4% | +515.1% | +559.9% |
| All | +207.3% | +6,371.9% | -6,164.6% | +187.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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