+414.6%
KGC vs CDW
+1,039.4%
-624.7%
-77.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CDW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -0.4% |
| 7D | +0.2% | +2.6% | -2.3% | +0.1% |
| 30D | -8.8% | +20.4% | -29.2% | -9.6% |
| 3M | -21.1% | +28.5% | -49.5% | -21.9% |
| 6M | -32.3% | +70.6% | -102.9% | -34.0% |
| YTD | -23.5% | +29.1% | -52.5% | -24.6% |
| 1Y | -15.0% | +23.8% | -38.8% | -16.0% |
| 3Y | +327.5% | -14.5% | +342.0% | +329.9% |
| 5Y | +244.3% | -1.6% | +245.9% | +241.1% |
| 10Y | +634.8% | +322.0% | +312.7% | +696.6% |
| All | +414.6% | +1,039.4% | -624.7% | +511.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDW.
Daily Out/Under-Performance
Portfolio return minus CDW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDW 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 all: compounded portfolio wealth divided by compounded CDW 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…
all analysis · Full analysis span regression · 6 months rolling