+288.1%
KGC vs DECK
+31.2%
+256.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +6.0% | +1.5% | +6.9% |
| 7D | -6.8% | +10.4% | -17.2% | -7.6% |
| 30D | -9.2% | +11.1% | -20.3% | -10.0% |
| 3M | -9.1% | -10.8% | +1.7% | -8.3% |
| 6M | -25.7% | -8.7% | -16.9% | -25.2% |
| YTD | -23.6% | -14.0% | -9.6% | -23.0% |
| 1Y | -4.3% | +12.0% | -16.3% | -6.1% |
| 3Y | +298.1% | -10.5% | +308.5% | +288.2% |
| 5Y | +288.1% | +28.5% | +259.6% | +249.6% |
| All | +288.1% | +31.2% | +256.8% | +249.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DECK.
Daily Out/Under-Performance
Portfolio return minus DECK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DECK 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 DECK 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