+658.7%
KGC vs EMB
+29.2%
+629.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.2% |
| 7D | +2.4% | +0.3% | +2.2% | +2.1% |
| 30D | +9.2% | -0.5% | +9.7% | +10.1% |
| 3M | +16.7% | +0.3% | +16.4% | +16.5% |
| 6M | -7.0% | +1.2% | -8.2% | -7.6% |
| YTD | +7.5% | +1.5% | +6.0% | +6.3% |
| 1Y | +34.4% | +4.8% | +29.6% | +27.2% |
| 3Y | +552.0% | +30.4% | +521.6% | +361.6% |
| 5Y | +454.5% | +7.3% | +447.3% | +407.6% |
| 10Y | +658.7% | +29.7% | +629.0% | +406.1% |
| All | +658.7% | +29.2% | +629.5% | +406.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling