+44.2%
KGC vs EMB
+5.7%
+38.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.4% |
| 7D | -1.3% | 0.0% | -1.3% | -1.2% |
| 30D | +20.3% | -0.3% | +20.6% | +21.5% |
| 3M | +8.1% | -0.4% | +8.5% | +10.1% |
| 6M | -8.8% | +0.1% | -8.9% | -11.3% |
| YTD | +10.1% | +1.6% | +8.5% | +7.4% |
| 1Y | +44.2% | +5.6% | +38.6% | +26.5% |
| All | +44.2% | +5.7% | +38.5% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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