+286.2%
KGC vs EMB
+6.6%
+279.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | 0.0% | +3.0% | +3.0% |
| 7D | +10.5% | -0.1% | +10.6% | +10.7% |
| 30D | -4.1% | +1.3% | -5.4% | -5.9% |
| 3M | -13.1% | -2.2% | -10.8% | -9.5% |
| 6M | -27.5% | -2.3% | -25.2% | -24.1% |
| YTD | -20.7% | -0.6% | -20.1% | -18.8% |
| 1Y | -6.1% | +0.5% | -6.5% | -5.2% |
| 3Y | +318.6% | +29.4% | +289.2% | +195.4% |
| All | +286.2% | +6.6% | +279.6% | +211.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling