+636.8%
KGC vs BEN
+60.0%
+576.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.2% | -6.9% | -6.0% |
| 7D | +8.0% | +12.1% | -4.1% | +5.5% |
| 30D | -9.3% | +13.4% | -22.7% | -11.6% |
| 3M | -21.3% | +9.4% | -30.7% | -22.8% |
| 6M | -31.5% | +19.3% | -50.7% | -33.9% |
| YTD | -23.2% | +57.3% | -80.5% | -29.9% |
| 1Y | -15.0% | +69.1% | -84.1% | -23.4% |
| 3Y | +328.7% | +85.6% | +243.1% | +273.8% |
| 5Y | +262.9% | +32.9% | +229.9% | +227.8% |
| All | +636.8% | +60.0% | +576.8% | +517.9% |
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