+62.7%
KGC vs DAR
+1,334.0%
-1,271.3%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -12.1% |
| 6M | -27.5% | -20.5% | -7.1% | -26.6% |
| YTD | -20.7% | +39.4% | -60.1% | -23.0% |
| 1Y | -6.1% | +57.2% | -63.3% | -9.6% |
| 3Y | +318.6% | +13.9% | +304.7% | +307.8% |
| 5Y | +289.9% | -40.8% | +330.8% | +296.0% |
| 10Y | +501.8% | +276.2% | +225.6% | +430.3% |
| All | +62.7% | +1,334.0% | -1,271.3% | +15.7% |
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