+568.9%
KGC vs CPB
-40.9%
+609.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -1.2% | -4.6% | -5.6% |
| 7D | +8.0% | +2.9% | +5.2% | +7.7% |
| 30D | -9.3% | +17.6% | -26.9% | -11.1% |
| 3M | -21.3% | +2.0% | -23.4% | -21.6% |
| 6M | -31.5% | +11.6% | -43.1% | -32.7% |
| YTD | -23.2% | -13.8% | -9.5% | -22.1% |
| 1Y | -15.0% | -21.6% | +6.5% | -12.7% |
| 3Y | +328.7% | -35.8% | +364.5% | +346.1% |
| 5Y | +262.9% | -33.3% | +296.2% | +271.4% |
| 10Y | +568.9% | -39.4% | +608.3% | +570.5% |
| All | +568.9% | -40.9% | +609.8% | +570.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling