+286.2%
KGC vs CPB
-31.3%
+317.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.3% | +4.3% | +3.1% |
| 7D | +10.5% | +8.0% | +2.5% | +10.2% |
| 30D | -4.1% | +22.4% | -26.4% | -4.6% |
| 3M | -13.1% | +2.5% | -15.6% | -13.2% |
| 6M | -27.5% | +12.2% | -39.8% | -27.8% |
| YTD | -20.7% | -12.8% | -7.9% | -20.1% |
| 1Y | -6.1% | -19.2% | +13.1% | -5.1% |
| 3Y | +318.6% | -35.6% | +354.2% | +319.3% |
| All | +286.2% | -31.3% | +317.6% | +278.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling