+451.7%
KGC vs CNI
+11.3%
+440.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.6% | -3.7% | -4.0% |
| 7D | -8.4% | -1.1% | -7.3% | -7.9% |
| 30D | +6.3% | -3.5% | +9.9% | +8.3% |
| 3M | +22.4% | +2.2% | +20.2% | +20.9% |
| 6M | -11.4% | +15.1% | -26.5% | -17.7% |
| YTD | +3.1% | +24.7% | -21.5% | -7.9% |
| 1Y | +26.6% | +33.4% | -6.8% | +9.0% |
| 3Y | +525.6% | +19.5% | +506.1% | +457.6% |
| 5Y | +451.7% | +12.6% | +439.1% | +404.3% |
| All | +451.7% | +11.3% | +440.4% | +404.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling