+570.3%
KGC vs DAR
+13.3%
+557.0%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.2% |
| 7D | -1.3% | +1.4% | -2.6% | -1.4% |
| 30D | +20.3% | +12.8% | +7.5% | +18.6% |
| 3M | +8.1% | +7.4% | +0.7% | +7.1% |
| 6M | -8.8% | +22.3% | -31.0% | -11.3% |
| YTD | +10.1% | +81.1% | -71.0% | +2.1% |
| 1Y | +44.2% | +106.5% | -62.3% | +31.7% |
| All | +570.3% | +13.3% | +557.0% | +542.2% |
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