+655.3%
KGC vs BIDU
-49.1%
+704.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.6% | -2.7% | -4.1% |
| 7D | -8.4% | -5.2% | -3.2% | -7.7% |
| 30D | +6.3% | -14.5% | +20.8% | +8.7% |
| 3M | +22.4% | -22.9% | +45.3% | +26.7% |
| 6M | -11.4% | -27.8% | +16.4% | -7.4% |
| YTD | +3.1% | -30.7% | +33.8% | +8.1% |
| 1Y | +26.6% | -15.8% | +42.4% | +28.4% |
| 3Y | +525.6% | -33.2% | +558.8% | +541.2% |
| 5Y | +451.7% | -44.8% | +496.4% | +456.2% |
| All | +655.3% | -49.1% | +704.4% | +616.3% |
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