+87.7%
KGC vs CPAY
+1,528.2%
-1,440.5%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -2.0% |
| 7D | +2.4% | +0.6% | +1.9% | +2.4% |
| 30D | +9.2% | +3.6% | +5.6% | +8.6% |
| 3M | +16.7% | +16.6% | +0.1% | +13.9% |
| 6M | -7.0% | +29.5% | -36.5% | -10.7% |
| YTD | +7.5% | +35.3% | -27.8% | +2.2% |
| 1Y | +34.4% | +30.6% | +3.7% | +28.0% |
| 3Y | +552.0% | +49.7% | +502.2% | +497.9% |
| 5Y | +454.5% | +54.4% | +400.1% | +398.2% |
| 10Y | +658.7% | +142.8% | +515.9% | +535.9% |
| All | +87.7% | +1,528.2% | -1,440.5% | -1.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling