+610.7%
KGC vs CPB
-40.1%
+650.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.2% | +1.0% | -0.1% |
| 7D | +0.2% | -4.1% | +4.3% | +0.7% |
| 30D | -8.8% | +16.9% | -25.8% | -10.6% |
| 3M | -21.1% | -0.6% | -20.5% | -21.1% |
| 6M | -32.3% | +11.4% | -43.7% | -33.5% |
| YTD | -23.5% | -14.8% | -8.6% | -22.2% |
| 1Y | -15.0% | -24.8% | +9.8% | -12.1% |
| 3Y | +327.5% | -36.6% | +364.1% | +345.5% |
| 5Y | +244.3% | -33.3% | +277.6% | +252.1% |
| All | +610.7% | -40.1% | +650.8% | +638.9% |
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