+689.3%
KGC vs BTI
+70.9%
+618.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.8% |
| 7D | -0.1% | -2.4% | +2.3% | +0.7% |
| 30D | +10.5% | -4.8% | +15.2% | +12.1% |
| 3M | +19.8% | -8.1% | +27.9% | +22.4% |
| 6M | -6.7% | -4.2% | -2.5% | -6.2% |
| YTD | +7.8% | -1.3% | +9.1% | +6.8% |
| 1Y | +35.7% | +2.1% | +33.6% | +32.6% |
| 3Y | +553.7% | +108.9% | +444.8% | +395.2% |
| 5Y | +461.7% | +114.5% | +347.2% | +325.4% |
| All | +689.3% | +70.9% | +618.3% | +514.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling