+463.0%
KGC vs DECK
+25.5%
+437.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DECK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.6% | -3.8% | -2.4% |
| 7D | -1.3% | -2.2% | +0.9% | -1.1% |
| 30D | +20.3% | -13.6% | +33.9% | +21.6% |
| 3M | +8.1% | -21.2% | +29.3% | +10.0% |
| 6M | -8.8% | -21.1% | +12.3% | -7.3% |
| YTD | +10.1% | -17.2% | +27.3% | +11.3% |
| 1Y | +44.2% | -30.7% | +75.0% | +48.0% |
| 3Y | +533.0% | -3.4% | +536.4% | +512.2% |
| All | +463.0% | +25.5% | +437.5% | +394.2% |
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