+587.2%
KGC vs BIDU
-51.3%
+638.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.7% | -0.4% | +0.1% |
| 7D | -6.7% | -4.6% | -2.1% | -6.0% |
| 30D | -6.7% | -4.5% | -2.1% | -5.9% |
| 3M | -22.6% | -25.4% | +2.8% | -19.2% |
| 6M | -33.4% | -48.1% | +14.7% | -26.9% |
| YTD | -26.0% | -40.2% | +14.2% | -20.7% |
| 1Y | -18.3% | -35.2% | +16.9% | -13.5% |
| 3Y | +315.8% | -27.1% | +342.9% | +323.0% |
| 5Y | +225.7% | -54.2% | +279.9% | +236.9% |
| All | +587.2% | -51.3% | +638.5% | +511.6% |
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