+44.2%
KGC vs CPB
-32.6%
+76.8%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.4% | +1.1% | -2.5% |
| 7D | -1.3% | -8.6% | +7.3% | -1.9% |
| 30D | +20.3% | -7.2% | +27.5% | +19.5% |
| 3M | +8.1% | +0.9% | +7.2% | +8.8% |
| 6M | -8.8% | -11.8% | +3.0% | -8.6% |
| YTD | +10.1% | -19.4% | +29.5% | +10.3% |
| 1Y | +44.2% | -30.4% | +74.6% | +42.2% |
| All | +44.2% | -32.6% | +76.8% | +42.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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