+445.9%
KGC vs CPAY
+55.3%
+390.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.1% | +0.8% | +0.7% |
| 7D | -5.6% | -2.0% | -3.7% | -5.2% |
| 30D | +6.1% | -0.4% | +6.5% | +6.2% |
| 3M | +17.3% | +16.4% | +1.0% | +13.2% |
| 6M | -10.3% | +23.5% | -33.8% | -14.7% |
| YTD | +3.9% | +35.7% | -31.8% | -3.7% |
| 1Y | +25.7% | +30.2% | -4.4% | +17.5% |
| 3Y | +526.0% | +49.7% | +476.2% | +433.9% |
| All | +445.9% | +55.3% | +390.6% | +330.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling