+655.3%
KGC vs DINO
+491.7%
+163.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.3% |
| 7D | -8.4% | +1.5% | -9.9% | -8.4% |
| 30D | +6.3% | +25.9% | -19.6% | +5.9% |
| 3M | +22.4% | +53.2% | -30.7% | +21.3% |
| 6M | -11.4% | +105.5% | -116.9% | -13.2% |
| YTD | +3.1% | +139.2% | -136.1% | +0.4% |
| 1Y | +26.6% | +117.4% | -90.8% | +23.6% |
| 3Y | +525.6% | +99.3% | +426.3% | +509.7% |
| 5Y | +451.7% | +333.0% | +118.6% | +436.1% |
| All | +655.3% | +491.7% | +163.6% | +591.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling