+658.7%
KGC vs DRI
+350.3%
+308.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.8% | -0.5% | -2.2% |
| 7D | +2.4% | -1.2% | +3.7% | +2.6% |
| 30D | +9.2% | -0.4% | +9.6% | +9.3% |
| 3M | +16.7% | +9.5% | +7.2% | +15.9% |
| 6M | -7.0% | +6.5% | -13.5% | -7.6% |
| YTD | +7.5% | +18.4% | -10.9% | +5.8% |
| 1Y | +34.4% | +4.2% | +30.1% | +33.5% |
| 3Y | +552.0% | +57.1% | +494.9% | +523.3% |
| 5Y | +454.5% | +70.4% | +384.1% | +424.3% |
| 10Y | +658.7% | +354.0% | +304.6% | +547.3% |
| All | +658.7% | +350.3% | +308.4% | +547.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 DRI 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