+467.8%
KGC vs BWA
+92.2%
+375.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BWA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +2.8% | -5.0% | -3.1% |
| 7D | -1.3% | +5.7% | -6.9% | -2.9% |
| 30D | +20.3% | +1.4% | +18.9% | +19.6% |
| 3M | +8.1% | -12.1% | +20.2% | +12.0% |
| 6M | -8.8% | +28.6% | -37.3% | -14.6% |
| YTD | +10.1% | +51.1% | -41.0% | -2.3% |
| 1Y | +44.2% | +55.9% | -11.7% | +26.9% |
| 3Y | +533.0% | +70.1% | +462.9% | +436.3% |
| All | +467.8% | +92.2% | +375.5% | +336.0% |
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