+244.3%
KGC vs BIDU
-51.6%
+295.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.3% | -0.3% |
| 7D | +0.2% | -0.8% | +1.1% | +0.4% |
| 30D | -8.8% | -5.4% | -3.4% | -7.7% |
| 3M | -21.1% | -24.7% | +3.6% | -16.7% |
| 6M | -32.3% | -45.3% | +13.0% | -24.2% |
| YTD | -23.5% | -39.0% | +15.5% | -16.5% |
| 1Y | -15.0% | -39.6% | +24.6% | -7.3% |
| 3Y | +327.5% | -24.7% | +352.2% | +332.2% |
| 5Y | +244.3% | -52.3% | +296.6% | +252.1% |
| All | +244.3% | -51.6% | +295.9% | +252.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling