-4.3%
KGC vs EIX
+18.9%
-23.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.1% | +4.4% | +7.1% |
| 7D | -6.8% | +4.5% | -11.3% | -7.2% |
| 30D | -9.2% | +15.2% | -24.4% | -10.3% |
| 3M | -9.1% | -11.6% | +2.5% | -8.3% |
| 6M | -25.7% | -8.4% | -17.3% | -25.5% |
| YTD | -23.6% | +8.2% | -31.8% | -24.9% |
| 1Y | -4.3% | +16.6% | -20.9% | -13.7% |
| All | -4.3% | +18.9% | -23.2% | -13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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