+454.5%
KGC vs BLDR
+16.0%
+438.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BLDR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.9% | +2.5% | -1.5% |
| 7D | +2.4% | -0.3% | +2.8% | +2.5% |
| 30D | +9.2% | -16.2% | +25.4% | +12.5% |
| 3M | +16.7% | -14.4% | +31.2% | +19.2% |
| 6M | -7.0% | -32.8% | +25.8% | -1.5% |
| YTD | +7.5% | -39.2% | +46.7% | +15.1% |
| 1Y | +34.4% | -57.7% | +92.0% | +51.4% |
| 3Y | +552.0% | -55.3% | +607.2% | +597.5% |
| 5Y | +454.5% | +15.6% | +438.9% | +366.3% |
| All | +454.5% | +16.0% | +438.5% | +366.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling