+34.4%
KGC vs COO
-2.5%
+36.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.4% | -1.7% |
| 7D | +2.4% | -2.3% | +4.7% | +3.0% |
| 30D | +9.2% | -8.8% | +18.0% | +11.3% |
| 3M | +16.7% | +1.3% | +15.4% | +16.5% |
| 6M | -7.0% | -11.6% | +4.6% | -2.5% |
| YTD | +7.5% | -17.4% | +24.9% | +14.4% |
| 1Y | +34.4% | -1.6% | +36.0% | +39.0% |
| All | +34.4% | -2.5% | +36.9% | +39.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling