+587.2%
KGC vs BTI
+131.8%
+455.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.4% | -1.2% | -0.2% |
| 7D | -6.7% | +1.6% | -8.3% | -7.2% |
| 30D | -6.7% | +9.2% | -15.9% | -9.4% |
| 3M | -22.6% | +9.6% | -32.2% | -25.1% |
| 6M | -33.4% | -2.4% | -31.0% | -33.4% |
| YTD | -26.0% | +14.2% | -40.2% | -30.3% |
| 1Y | -18.3% | +20.3% | -38.6% | -24.5% |
| 3Y | +315.8% | +147.4% | +168.4% | +198.3% |
| 5Y | +225.7% | +155.4% | +70.3% | +133.7% |
| All | +587.2% | +131.8% | +455.4% | +347.2% |
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