+35.7%
KGC vs EIX
+13.6%
+22.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -3.2% | +3.5% | +0.5% |
| 7D | -0.1% | +4.1% | -4.2% | -0.4% |
| 30D | +10.5% | -15.3% | +25.8% | +12.1% |
| 3M | +19.8% | -18.4% | +38.2% | +22.3% |
| 6M | -6.7% | -16.8% | +10.2% | -5.0% |
| YTD | +7.8% | -0.6% | +8.3% | +5.6% |
| 1Y | +35.7% | +10.7% | +25.0% | +25.8% |
| All | +35.7% | +13.6% | +22.1% | +25.8% |
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