+44.2%
KGC vs DINO
+111.1%
-66.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.5% |
| 7D | -1.3% | +5.7% | -7.0% | +0.2% |
| 30D | +20.3% | +27.8% | -7.5% | +28.1% |
| 3M | +8.1% | +45.6% | -37.5% | +18.5% |
| 6M | -8.8% | +88.5% | -97.2% | +2.9% |
| YTD | +10.1% | +134.1% | -124.1% | +22.5% |
| 1Y | +44.2% | +111.1% | -66.9% | +66.6% |
| All | +44.2% | +111.1% | -66.9% | +66.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DINO.
Daily Out/Under-Performance
Portfolio return minus DINO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DINO 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 1y: compounded portfolio wealth divided by compounded DINO 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…
1y analysis · Full analysis span regression · 6 months rolling