+710.2%
KGC vs BEN
+53.7%
+656.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.6% |
| 7D | -0.1% | +3.4% | -3.5% | -0.8% |
| 30D | +10.5% | +1.8% | +8.7% | +10.1% |
| 3M | +19.8% | +8.4% | +11.4% | +17.8% |
| 6M | -6.7% | +35.6% | -42.3% | -12.2% |
| YTD | +7.8% | +46.4% | -38.6% | -0.4% |
| 1Y | +35.7% | +46.3% | -10.7% | +25.2% |
| 3Y | +553.7% | +54.6% | +499.1% | +487.7% |
| 5Y | +461.7% | +39.4% | +422.3% | +405.4% |
| 10Y | +710.2% | +57.6% | +652.6% | +537.6% |
| All | +710.2% | +53.7% | +656.5% | +537.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 BEN 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