+658.7%
KGC vs ED
+104.2%
+554.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.9% | -3.2% | -2.6% |
| 7D | +2.4% | +0.5% | +1.9% | +2.3% |
| 30D | +9.2% | +1.1% | +8.1% | +8.8% |
| 3M | +16.7% | +4.6% | +12.1% | +14.7% |
| 6M | -7.0% | -2.0% | -5.0% | -6.9% |
| YTD | +7.5% | +11.7% | -4.2% | +2.9% |
| 1Y | +34.4% | +15.7% | +18.6% | +26.6% |
| 3Y | +552.0% | +34.4% | +517.6% | +476.8% |
| 5Y | +454.5% | +67.3% | +387.2% | +357.1% |
| 10Y | +658.7% | +104.0% | +554.6% | +398.2% |
| All | +658.7% | +104.2% | +554.5% | +398.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ED.
Daily Out/Under-Performance
Portfolio return minus ED return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ED 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 ED 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