+461.7%
KGC vs DKS
+15.5%
+446.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.7% | -0.5% | +0.2% |
| 7D | -0.1% | -2.9% | +2.8% | +0.2% |
| 30D | +10.5% | -37.7% | +48.2% | +15.4% |
| 3M | +19.8% | -38.9% | +58.7% | +25.4% |
| 6M | -6.7% | -31.1% | +24.4% | -3.5% |
| YTD | +7.8% | -31.8% | +39.6% | +11.5% |
| 1Y | +35.7% | -38.0% | +73.7% | +41.4% |
| 3Y | +553.7% | +28.6% | +525.1% | +516.7% |
| 5Y | +461.7% | +12.5% | +449.1% | +398.9% |
| All | +461.7% | +15.5% | +446.2% | +398.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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