+286.2%
KGC vs ED
+80.7%
+205.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ED | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.4% | +5.4% | +3.7% |
| 7D | +10.5% | +1.6% | +8.8% | +10.0% |
| 30D | -4.1% | +13.3% | -17.4% | -7.8% |
| 3M | -13.1% | +9.7% | -22.8% | -15.7% |
| 6M | -27.5% | +12.8% | -40.3% | -30.7% |
| YTD | -20.7% | +22.3% | -43.0% | -26.6% |
| 1Y | -6.1% | +26.3% | -32.4% | -14.3% |
| 3Y | +318.6% | +45.0% | +273.6% | +249.0% |
| All | +286.2% | +80.7% | +205.5% | +211.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling