-18.3%
KGC vs BN
-11.7%
-6.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.9% | +1.2% |
| 7D | -6.7% | -1.0% | -5.7% | -6.0% |
| 30D | -6.7% | +14.0% | -20.6% | -13.7% |
| 3M | -22.6% | -9.0% | -13.6% | -19.0% |
| 6M | -33.4% | -8.8% | -24.6% | -30.1% |
| YTD | -26.0% | -10.3% | -15.7% | -26.4% |
| 1Y | -18.3% | -5.8% | -12.5% | -21.4% |
| All | -18.3% | -11.7% | -6.6% | -21.4% |
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