+222.0%
KGC vs DINO
+250.9%
-29.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | 0.0% | +0.2% | +0.2% |
| 7D | -6.7% | +5.7% | -12.3% | -6.9% |
| 30D | -6.7% | -19.6% | +12.9% | -5.6% |
| 3M | -22.6% | +11.8% | -34.4% | -23.5% |
| 6M | -33.4% | +49.0% | -82.4% | -36.1% |
| YTD | -26.0% | +128.1% | -154.1% | -33.3% |
| 1Y | -18.3% | +96.3% | -114.6% | -24.8% |
| 3Y | +315.8% | +113.8% | +202.0% | +275.9% |
| All | +222.0% | +250.9% | -29.0% | +164.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling