+318.6%
KGC vs DAR
+11.9%
+306.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +4.0% | +3.1% |
| 7D | +10.5% | -9.9% | +20.4% | +11.3% |
| 30D | -4.1% | -16.4% | +12.3% | -2.8% |
| 3M | -13.1% | -17.1% | +4.0% | -12.2% |
| 6M | -27.5% | -20.5% | -7.1% | -26.5% |
| YTD | -20.7% | +39.4% | -60.1% | -25.1% |
| 1Y | -6.1% | +57.2% | -63.3% | -12.4% |
| 3Y | +318.6% | +13.9% | +304.7% | +315.1% |
| All | +318.6% | +11.9% | +306.8% | +315.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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