+658.7%
KGC vs COO
+43.7%
+615.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.4% | -1.6% |
| 7D | +2.4% | -2.3% | +4.7% | +3.1% |
| 30D | +9.2% | -8.8% | +18.0% | +11.8% |
| 3M | +16.7% | +1.3% | +15.4% | +16.1% |
| 6M | -7.0% | -11.6% | +4.6% | -4.3% |
| YTD | +7.5% | -17.4% | +24.9% | +12.5% |
| 1Y | +34.4% | -1.6% | +36.0% | +34.0% |
| 3Y | +552.0% | -22.6% | +574.6% | +579.3% |
| 5Y | +454.5% | -40.3% | +494.9% | +496.7% |
| 10Y | +658.7% | +45.2% | +613.5% | +582.5% |
| All | +658.7% | +43.7% | +615.0% | +582.5% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded COO 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling