-33.4%
KGC vs BHP
-9.1%
-24.4%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.3% | +1.5% | +1.6% |
| 7D | -6.7% | -0.5% | -6.2% | -6.1% |
| 30D | -6.7% | -4.5% | -2.1% | -2.0% |
| 3M | -22.6% | -6.9% | -15.7% | -16.2% |
| 6M | -33.4% | -10.6% | -22.9% | -25.0% |
| All | -33.4% | -9.1% | -24.4% | -25.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling