+315.8%
KGC vs CPB
-35.1%
+350.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.2% | -2.9% | +0.3% |
| 7D | -6.7% | -1.6% | -5.1% | -6.7% |
| 30D | -6.7% | +19.2% | -25.9% | -6.0% |
| 3M | -22.6% | -0.9% | -21.6% | -22.7% |
| 6M | -33.4% | +15.2% | -48.7% | -32.8% |
| YTD | -26.0% | -13.1% | -12.9% | -26.0% |
| 1Y | -18.3% | -22.4% | +4.1% | -18.8% |
| 3Y | +315.8% | -35.3% | +351.1% | +290.3% |
| All | +315.8% | -35.1% | +350.9% | +290.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling