+218.7%
KGC vs EIX
+1,176.1%
-957.4%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.1% | -5.9% | -5.8% |
| 7D | +8.0% | +1.0% | +7.1% | +7.9% |
| 30D | -9.3% | +8.9% | -18.2% | -10.1% |
| 3M | -21.3% | -9.8% | -11.5% | -20.9% |
| 6M | -31.5% | -10.2% | -21.3% | -31.1% |
| YTD | -23.2% | +5.9% | -29.2% | -24.2% |
| 1Y | -15.0% | +10.9% | -25.9% | -16.5% |
| 3Y | +328.7% | +10.2% | +318.5% | +319.5% |
| 5Y | +262.9% | +17.0% | +245.8% | +253.2% |
| 10Y | +568.9% | +35.1% | +533.8% | +537.0% |
| All | +218.7% | +1,176.1% | -957.4% | +233.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling