-9.9%
KGC vs DOC
+21.7%
-31.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.9% |
| 7D | 0.0% | +6.2% | -6.3% | -2.2% |
| 30D | -9.3% | +6.5% | -15.8% | -11.5% |
| 3M | -15.9% | -6.2% | -9.6% | -13.7% |
| 6M | -24.9% | +25.6% | -50.4% | -32.0% |
| YTD | -23.0% | +32.1% | -55.1% | -32.7% |
| 1Y | -9.9% | +20.3% | -30.2% | -16.5% |
| All | -9.9% | +21.7% | -31.7% | -16.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling