+731.4%
KGC vs CLBK
+65.6%
+665.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.8% | -4.3% |
| 7D | -8.4% | -1.4% | -7.1% | -8.3% |
| 30D | +6.3% | +4.5% | +1.8% | +6.0% |
| 3M | +22.4% | +22.8% | -0.3% | +20.8% |
| 6M | -11.4% | +43.4% | -54.9% | -13.4% |
| YTD | +3.1% | +64.1% | -61.0% | -0.1% |
| 1Y | +26.6% | +67.6% | -41.0% | +22.4% |
| 3Y | +525.6% | +53.3% | +472.3% | +503.3% |
| 5Y | +451.7% | +44.8% | +406.8% | +423.5% |
| All | +731.4% | +65.6% | +665.8% | +664.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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