+570.3%
KGC vs D
+63.9%
+506.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.9% | -2.2% |
| 7D | -1.3% | +1.5% | -2.7% | -1.7% |
| 30D | +20.3% | -2.6% | +22.9% | +21.1% |
| 3M | +8.1% | 0.0% | +8.1% | +7.8% |
| 6M | -8.8% | +7.4% | -16.1% | -10.9% |
| YTD | +10.1% | +15.9% | -5.8% | +5.1% |
| 1Y | +44.2% | +18.1% | +26.1% | +36.8% |
| All | +570.3% | +63.9% | +506.5% | +449.6% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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