+61.6%
KGC vs CNI
+6,544.5%
-6,482.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.4% | -2.3% |
| 7D | +2.4% | +2.5% | 0.0% | +1.6% |
| 30D | +9.2% | -2.5% | +11.7% | +10.2% |
| 3M | +16.7% | +2.7% | +14.0% | +15.6% |
| 6M | -7.0% | +16.9% | -24.0% | -11.8% |
| YTD | +7.5% | +26.3% | -18.8% | -0.6% |
| 1Y | +34.4% | +31.1% | +3.2% | +22.6% |
| 3Y | +552.0% | +21.1% | +530.9% | +505.2% |
| 5Y | +454.5% | +11.0% | +443.5% | +428.9% |
| 10Y | +658.7% | +128.1% | +530.5% | +453.7% |
| All | +61.6% | +6,544.5% | -6,482.8% | -35.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling