+454.5%
KGC vs BEN
+42.4%
+412.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | +2.4% | +4.7% | -2.2% | +1.1% |
| 30D | +9.2% | +2.6% | +6.6% | +8.4% |
| 3M | +16.7% | +11.5% | +5.3% | +13.1% |
| 6M | -7.0% | +35.3% | -42.3% | -14.6% |
| YTD | +7.5% | +48.6% | -41.1% | -4.1% |
| 1Y | +34.4% | +46.7% | -12.3% | +20.0% |
| 3Y | +552.0% | +57.0% | +494.9% | +460.3% |
| 5Y | +454.5% | +41.8% | +412.7% | +362.6% |
| All | +454.5% | +42.4% | +412.2% | +362.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling