+658.7%
KGC vs CPB
-45.7%
+704.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.8% | -4.1% | -2.6% |
| 7D | +2.4% | -8.2% | +10.7% | +3.5% |
| 30D | +9.2% | -5.6% | +14.8% | +9.9% |
| 3M | +16.7% | +3.0% | +13.8% | +15.8% |
| 6M | -7.0% | -12.7% | +5.7% | -5.6% |
| YTD | +7.5% | -18.0% | +25.5% | +10.0% |
| 1Y | +34.4% | -31.7% | +66.1% | +41.2% |
| 3Y | +552.0% | -41.0% | +592.9% | +590.3% |
| 5Y | +454.5% | -38.4% | +492.9% | +475.9% |
| 10Y | +658.7% | -45.0% | +703.6% | +796.2% |
| All | +658.7% | -45.7% | +704.3% | +796.2% |
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 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