+471.5%
KGC vs BIDU
+1,302.3%
-830.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -7.0% | +4.6% | -1.3% |
| 7D | +2.4% | -2.4% | +4.9% | +2.8% |
| 30D | +9.2% | -15.6% | +24.9% | +11.9% |
| 3M | +16.7% | -22.3% | +39.0% | +20.7% |
| 6M | -7.0% | -22.3% | +15.3% | -3.8% |
| YTD | +7.5% | -29.2% | +36.7% | +12.3% |
| 1Y | +34.4% | -14.8% | +49.2% | +35.8% |
| 3Y | +552.0% | -31.8% | +583.7% | +566.5% |
| 5Y | +454.5% | -43.1% | +497.6% | +460.0% |
| 10Y | +658.7% | -50.6% | +709.3% | +640.8% |
| All | +471.5% | +1,302.3% | -830.7% | +239.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling