+634.8%
KGC vs BLDR
+518.5%
+116.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.9% | +0.7% | -0.2% |
| 7D | +0.2% | -10.3% | +10.5% | +1.6% |
| 30D | -8.8% | +19.6% | -28.4% | -11.2% |
| 3M | -21.1% | -17.0% | -4.1% | -19.5% |
| 6M | -32.3% | -16.7% | -15.6% | -31.2% |
| YTD | -23.5% | -39.4% | +16.0% | -19.6% |
| 1Y | -15.0% | -41.7% | +26.7% | -10.4% |
| 3Y | +327.5% | -49.9% | +377.4% | +347.4% |
| 5Y | +244.3% | -7.6% | +251.9% | +228.0% |
| 10Y | +634.8% | +502.3% | +132.4% | +640.5% |
| All | +634.8% | +518.5% | +116.3% | +640.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BLDR.
Daily Out/Under-Performance
Portfolio return minus BLDR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BLDR 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 10y: compounded portfolio wealth divided by compounded BLDR 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…
10y analysis · Full analysis span regression · 6 months rolling