+634.8%
KGC vs BN
+281.2%
+353.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | -0.1% |
| 7D | +0.2% | -2.4% | +2.6% | +0.9% |
| 30D | -8.8% | +13.5% | -22.4% | -12.0% |
| 3M | -21.1% | -5.9% | -15.1% | -19.8% |
| 6M | -32.3% | -8.9% | -23.4% | -30.5% |
| YTD | -23.5% | -7.9% | -15.6% | -21.9% |
| 1Y | -15.0% | -8.3% | -6.7% | -13.2% |
| 3Y | +327.5% | +100.8% | +226.7% | +254.7% |
| 5Y | +244.3% | +38.2% | +206.1% | +200.5% |
| 10Y | +634.8% | +302.3% | +332.4% | +418.8% |
| All | +634.8% | +281.2% | +353.5% | +418.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling