+95.9%
KGC vs DRI
+7,577.6%
-7,481.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.5% | -1.7% | -2.2% |
| 7D | -1.3% | +0.6% | -1.9% | -1.3% |
| 30D | +20.3% | +3.8% | +16.4% | +19.9% |
| 3M | +8.1% | +13.0% | -4.9% | +7.1% |
| 6M | -8.8% | +8.3% | -17.1% | -9.4% |
| YTD | +10.1% | +20.6% | -10.6% | +8.4% |
| 1Y | +44.2% | +6.5% | +37.8% | +43.2% |
| 3Y | +533.0% | +53.7% | +479.3% | +509.5% |
| 5Y | +443.0% | +72.7% | +370.3% | +416.8% |
| 10Y | +678.6% | +363.2% | +315.4% | +575.9% |
| All | +95.9% | +7,577.6% | -7,481.8% | +42.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling