+570.3%
KGC vs BHP
+82.0%
+488.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.3% | -1.9% | -2.0% |
| 7D | -1.3% | -2.9% | +1.6% | +0.9% |
| 30D | +20.3% | +3.4% | +16.9% | +17.9% |
| 3M | +8.1% | +4.1% | +4.0% | +5.6% |
| 6M | -8.8% | +20.6% | -29.3% | -19.3% |
| YTD | +10.1% | +56.1% | -46.0% | -15.7% |
| 1Y | +44.2% | +69.6% | -25.4% | +5.4% |
| All | +570.3% | +82.0% | +488.4% | +369.1% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 3y: compounded portfolio wealth divided by compounded BHP 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…
3y analysis · Full analysis span regression · 6 months rolling