-8.8%
KGC vs BIDU
-17.1%
+8.3%
-35.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +4.1% | -6.3% | -3.6% |
| 7D | -1.3% | +2.4% | -3.7% | -2.1% |
| 30D | +20.3% | -10.5% | +30.8% | +24.3% |
| 3M | +8.1% | -26.2% | +34.3% | +23.0% |
| 6M | -8.8% | -16.4% | +7.6% | -3.0% |
| All | -8.8% | -17.1% | +8.3% | -3.0% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling