+288.1%
KGC vs DOC
-22.8%
+310.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.1% | +4.4% | +6.2% |
| 7D | -6.8% | +8.7% | -15.5% | -9.9% |
| 30D | -9.2% | +7.6% | -16.8% | -12.0% |
| 3M | -9.1% | -5.3% | -3.9% | -7.1% |
| 6M | -25.7% | +27.6% | -53.3% | -33.3% |
| YTD | -23.6% | +32.4% | -56.0% | -32.7% |
| 1Y | -4.3% | +22.9% | -27.2% | -13.0% |
| 3Y | +298.1% | +43.1% | +255.0% | +230.7% |
| 5Y | +288.1% | -21.4% | +309.4% | +333.9% |
| All | +288.1% | -22.8% | +310.9% | +333.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling