-4.3%
KGC vs BN
-3.9%
-0.4%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +6.1% | +1.4% | +3.8% |
| 7D | -6.8% | +12.0% | -18.8% | -12.8% |
| 30D | -9.2% | +17.0% | -26.2% | -17.3% |
| 3M | -9.1% | -3.2% | -5.9% | -8.3% |
| 6M | -25.7% | -3.9% | -21.8% | -24.3% |
| YTD | -23.6% | -5.6% | -18.0% | -25.0% |
| 1Y | -4.3% | -4.7% | +0.4% | -7.0% |
| All | -4.3% | -3.9% | -0.4% | -7.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 1y: compounded portfolio wealth divided by compounded BN 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…
1y analysis · Full analysis span regression · 6 months rolling