+585.5%
KGC vs BIDU
-51.7%
+637.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.7% | -0.9% | -3.1% |
| 7D | -4.1% | -2.3% | -1.7% | -3.7% |
| 30D | -11.6% | -7.3% | -4.4% | -10.6% |
| 3M | -24.5% | -26.0% | +1.4% | -21.1% |
| 6M | -34.6% | -44.5% | +10.0% | -28.8% |
| YTD | -26.2% | -40.6% | +14.4% | -20.8% |
| 1Y | -20.1% | -39.8% | +19.7% | -14.6% |
| 3Y | +312.4% | -26.7% | +339.1% | +319.3% |
| 5Y | +224.9% | -54.5% | +279.4% | +236.5% |
| All | +585.5% | -51.7% | +637.2% | +510.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 BIDU 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