+26.6%
KGC vs DINO
+112.8%
-86.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.4% | -3.9% | -4.4% |
| 7D | -8.4% | +1.5% | -9.9% | -8.1% |
| 30D | +6.3% | +25.9% | -19.6% | +12.7% |
| 3M | +22.4% | +53.2% | -30.7% | +35.1% |
| 6M | -11.4% | +105.5% | -116.9% | -0.3% |
| YTD | +3.1% | +139.2% | -136.1% | +13.8% |
| 1Y | +26.6% | +117.4% | -90.8% | +46.3% |
| All | +26.6% | +112.8% | -86.2% | +46.3% |
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