+67.1%
KGC vs DAR
+1,400.9%
-1,333.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +4.7% | -1.9% | +2.4% |
| 7D | +11.1% | -2.8% | +13.9% | +11.3% |
| 30D | -3.7% | -12.8% | +9.1% | -2.8% |
| 3M | -17.2% | -11.6% | -5.6% | -16.6% |
| 6M | -27.3% | -16.8% | -10.5% | -26.5% |
| YTD | -18.5% | +45.9% | -64.5% | -21.2% |
| 1Y | -5.7% | +61.5% | -67.2% | -9.5% |
| 3Y | +336.5% | +23.0% | +313.5% | +322.8% |
| 5Y | +298.7% | -35.8% | +334.6% | +302.6% |
| 10Y | +538.5% | +280.4% | +258.2% | +462.1% |
| All | +67.1% | +1,400.9% | -1,333.7% | +18.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling