+454.5%
KGC vs BN
+35.3%
+419.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.6% | +0.2% | -1.2% |
| 7D | +2.4% | -1.2% | +3.6% | +3.0% |
| 30D | +9.2% | -10.9% | +20.1% | +14.6% |
| 3M | +16.7% | -11.1% | +27.8% | +22.7% |
| 6M | -7.0% | -4.4% | -2.6% | -5.0% |
| YTD | +7.5% | -14.1% | +21.6% | +14.0% |
| 1Y | +34.4% | -11.1% | +45.4% | +40.0% |
| 3Y | +552.0% | +75.6% | +476.4% | +381.9% |
| 5Y | +454.5% | +35.8% | +418.7% | +339.9% |
| All | +454.5% | +35.3% | +419.2% | +339.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling