+35.7%
KGC vs EAT
+39.0%
-3.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +0.7% |
| 7D | -0.1% | -6.8% | +6.7% | +0.8% |
| 30D | +10.5% | -5.4% | +15.9% | +11.2% |
| 3M | +19.8% | +42.8% | -23.0% | +14.3% |
| 6M | -6.7% | +56.5% | -63.2% | -11.6% |
| YTD | +7.8% | +50.0% | -42.2% | +3.5% |
| 1Y | +35.7% | +38.3% | -2.6% | +30.5% |
| All | +35.7% | +39.0% | -3.3% | +30.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EAT.
Daily Out/Under-Performance
Portfolio return minus EAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EAT 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 EAT 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