+660.5%
KGC vs CPAY
+155.2%
+505.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -5.6% | -2.0% | -3.7% | -5.3% |
| 30D | +6.1% | -0.4% | +6.5% | +6.2% |
| 3M | +17.3% | +16.4% | +1.0% | +14.2% |
| 6M | -10.3% | +23.5% | -33.8% | -13.6% |
| YTD | +3.9% | +35.7% | -31.8% | -1.8% |
| 1Y | +25.7% | +30.2% | -4.4% | +19.4% |
| 3Y | +526.0% | +49.7% | +476.2% | +468.0% |
| 5Y | +455.5% | +56.6% | +398.9% | +389.0% |
| All | +660.5% | +155.2% | +505.4% | +497.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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