+357.0%
KGC vs DINO
+19,474.2%
-19,117.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DINO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.2% |
| 7D | -1.3% | +5.7% | -7.0% | -2.1% |
| 30D | +20.3% | +27.8% | -7.5% | +15.7% |
| 3M | +8.1% | +45.6% | -37.5% | +1.5% |
| 6M | -8.8% | +88.5% | -97.2% | -18.3% |
| YTD | +10.1% | +134.1% | -124.1% | -5.2% |
| 1Y | +44.2% | +111.1% | -66.9% | +26.1% |
| 3Y | +533.0% | +109.1% | +423.9% | +445.1% |
| 5Y | +443.0% | +307.2% | +135.8% | +310.6% |
| 10Y | +678.6% | +495.9% | +182.6% | +376.3% |
| All | +357.0% | +19,474.2% | -19,117.2% | +91.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling