-18.3%
KGC vs BEN
+65.1%
-83.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | -6.7% | +6.8% | -13.4% | -9.6% |
| 30D | -6.7% | +18.0% | -24.6% | -13.8% |
| 3M | -22.6% | +7.5% | -30.0% | -25.5% |
| 6M | -33.4% | +14.7% | -48.1% | -37.9% |
| YTD | -26.0% | +56.1% | -82.1% | -38.4% |
| 1Y | -18.3% | +69.6% | -87.9% | -37.9% |
| All | -18.3% | +65.1% | -83.4% | -37.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling