+549.6%
KGC vs BIDU
-33.9%
+583.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.6% | +0.8% | +0.4% |
| 7D | -0.1% | -2.4% | +2.3% | +0.3% |
| 30D | +10.5% | -16.0% | +26.4% | +13.6% |
| 3M | +19.8% | -24.0% | +43.8% | +25.1% |
| 6M | -6.7% | -24.9% | +18.2% | -2.2% |
| YTD | +7.8% | -29.6% | +37.3% | +13.7% |
| 1Y | +35.7% | -15.2% | +50.8% | +38.4% |
| All | +549.6% | -33.9% | +583.5% | +555.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling