+549.6%
KGC vs BTI
+105.9%
+443.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.5% | +1.8% | +0.7% |
| 7D | -0.1% | -2.4% | +2.3% | +0.6% |
| 30D | +10.5% | -4.8% | +15.2% | +11.9% |
| 3M | +19.8% | -8.1% | +27.9% | +22.0% |
| 6M | -6.7% | -4.2% | -2.5% | -6.5% |
| YTD | +7.8% | -1.3% | +9.1% | +6.2% |
| 1Y | +35.7% | +2.1% | +33.6% | +31.7% |
| All | +549.6% | +105.9% | +443.7% | +411.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling