+288.1%
KGC vs BWA
+27.1%
+261.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +2.7% | +0.3% | +2.2% |
| 7D | +10.5% | -5.5% | +15.9% | +12.3% |
| 30D | -4.1% | -21.7% | +17.7% | +3.7% |
| 3M | -13.1% | -25.6% | +12.5% | -4.7% |
| 6M | -27.5% | -17.4% | -10.1% | -22.7% |
| YTD | -20.7% | +9.2% | -29.9% | -22.3% |
| 1Y | -6.1% | +9.7% | -15.8% | -8.1% |
| 3Y | +318.6% | +54.6% | +264.0% | +265.4% |
| All | +288.1% | +27.1% | +261.0% | +222.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BWA.
Daily Out/Under-Performance
Portfolio return minus BWA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BWA 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 BWA 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