+549.6%
KGC vs EFX
-12.7%
+562.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.1% | +2.3% | +0.6% |
| 7D | -0.1% | -9.4% | +9.3% | +1.3% |
| 30D | +10.5% | -6.9% | +17.4% | +11.6% |
| 3M | +19.8% | +0.1% | +19.7% | +19.6% |
| 6M | -6.7% | -17.3% | +10.7% | -4.6% |
| YTD | +7.8% | -21.8% | +29.6% | +10.8% |
| 1Y | +35.7% | -32.5% | +68.2% | +42.9% |
| All | +549.6% | -12.7% | +562.3% | +580.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 3y: compounded portfolio wealth divided by compounded EFX 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…
3y analysis · Full analysis span regression · 6 months rolling