+25.7%
KGC vs BIDU
-16.8%
+42.6%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.5% |
| 7D | -5.6% | -8.1% | +2.5% | -4.0% |
| 30D | +6.1% | -12.8% | +19.0% | +8.9% |
| 3M | +17.3% | -21.3% | +38.6% | +22.7% |
| 6M | -10.3% | -27.0% | +16.7% | -4.5% |
| YTD | +3.9% | -30.0% | +33.9% | +11.1% |
| 1Y | +25.7% | -18.3% | +44.0% | +34.8% |
| All | +25.7% | -16.8% | +42.6% | +34.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling