+660.5%
KGC vs CNI
+138.2%
+522.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.9% | -0.2% | +0.4% |
| 7D | -5.6% | -0.4% | -5.3% | -5.5% |
| 30D | +6.1% | -2.7% | +8.8% | +7.1% |
| 3M | +17.3% | +3.9% | +13.4% | +15.8% |
| 6M | -10.3% | +16.4% | -26.6% | -14.6% |
| YTD | +3.9% | +25.8% | -21.9% | -3.5% |
| 1Y | +25.7% | +32.4% | -6.7% | +14.8% |
| 3Y | +526.0% | +19.1% | +506.9% | +487.1% |
| 5Y | +455.5% | +13.6% | +441.9% | +429.6% |
| All | +660.5% | +138.2% | +522.3% | +458.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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