+634.8%
KGC vs DG
+111.9%
+522.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | +0.2% | -3.0% | +3.2% | +0.6% |
| 30D | -8.8% | +8.6% | -17.4% | -10.1% |
| 3M | -21.1% | +15.0% | -36.1% | -22.9% |
| 6M | -32.3% | +32.7% | -65.0% | -35.5% |
| YTD | -23.5% | +5.5% | -29.0% | -24.4% |
| 1Y | -15.0% | +34.6% | -49.6% | -18.9% |
| 3Y | +327.5% | +24.2% | +303.3% | +302.8% |
| 5Y | +244.3% | -32.3% | +276.5% | +255.4% |
| 10Y | +634.8% | +111.1% | +523.7% | +646.4% |
| All | +634.8% | +111.9% | +522.8% | +646.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DG.
Daily Out/Under-Performance
Portfolio return minus DG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DG 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 10y: compounded portfolio wealth divided by compounded DG 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…
10y analysis · Full analysis span regression · 6 months rolling