+44.2%
KGC vs BTI
+5.0%
+39.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.2% |
| 7D | -1.3% | -1.4% | +0.1% | -1.2% |
| 30D | +20.3% | -6.6% | +26.9% | +20.9% |
| 3M | +8.1% | -3.0% | +11.1% | +7.7% |
| 6M | -8.8% | -6.7% | -2.1% | -8.7% |
| YTD | +10.1% | +0.6% | +9.5% | +9.9% |
| 1Y | +44.2% | +5.6% | +38.6% | +43.9% |
| All | +44.2% | +5.0% | +39.2% | +43.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 BTI 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