+649.7%
KGC vs DOC
-2.1%
+651.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -1.8% |
| 7D | -1.3% | -1.5% | +0.2% | -0.9% |
| 30D | +20.3% | -4.8% | +25.0% | +21.8% |
| 3M | +8.1% | +6.9% | +1.2% | +6.2% |
| 6M | -8.8% | +20.7% | -29.5% | -13.1% |
| YTD | +10.1% | +34.1% | -24.1% | +2.3% |
| 1Y | +44.2% | +22.6% | +21.6% | +36.7% |
| 3Y | +533.0% | +20.8% | +512.2% | +497.2% |
| 5Y | +443.0% | -24.9% | +467.9% | +452.6% |
| All | +649.7% | -2.1% | +651.7% | +890.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 10y: compounded portfolio wealth divided by compounded DOC 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…
10y analysis · Full analysis span regression · 6 months rolling