+244.3%
KGC vs D
+13.0%
+231.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.2% | -0.1% |
| 7D | +0.2% | -2.4% | +2.7% | +1.0% |
| 30D | -8.8% | +9.0% | -17.8% | -11.4% |
| 3M | -21.1% | +1.0% | -22.0% | -21.4% |
| 6M | -32.3% | +11.0% | -43.3% | -34.9% |
| YTD | -23.5% | +19.8% | -43.2% | -28.3% |
| 1Y | -15.0% | +16.0% | -30.9% | -19.5% |
| 3Y | +327.5% | +74.4% | +253.2% | +238.8% |
| 5Y | +244.3% | +13.5% | +230.7% | +239.4% |
| All | +244.3% | +13.0% | +231.3% | +239.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling