+476.4%
KGC vs DINO
+321.1%
+155.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.2% | +0.4% | +0.3% |
| 7D | -0.1% | +2.0% | -2.1% | -0.2% |
| 30D | +10.5% | +27.7% | -17.2% | +8.3% |
| 3M | +19.8% | +56.3% | -36.5% | +14.9% |
| 6M | -6.7% | +107.6% | -114.2% | -14.0% |
| YTD | +7.8% | +140.2% | -132.4% | -3.3% |
| 1Y | +35.7% | +113.0% | -77.3% | +23.9% |
| 3Y | +553.7% | +100.1% | +453.6% | +499.8% |
| All | +476.4% | +321.1% | +155.3% | +353.2% |
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