+229.2%
KGC vs EIX
+1,158.5%
-929.3%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.5% | +5.5% | +3.3% |
| 7D | +10.5% | +1.0% | +9.5% | +10.4% |
| 30D | -4.1% | +9.1% | -13.2% | -4.9% |
| 3M | -13.1% | -10.2% | -2.8% | -12.5% |
| 6M | -27.5% | -11.2% | -16.3% | -27.1% |
| YTD | -20.7% | +4.5% | -25.2% | -21.6% |
| 1Y | -6.1% | +10.9% | -16.9% | -7.7% |
| 3Y | +318.6% | +8.4% | +310.2% | +310.3% |
| 5Y | +289.9% | +18.0% | +272.0% | +279.5% |
| 10Y | +501.8% | +30.3% | +471.6% | +474.6% |
| All | +229.2% | +1,158.5% | -929.3% | +245.2% |
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