+58.7%
KGC vs EMB
+127.1%
-68.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -5.2% |
| 3M | -13.1% | -2.2% | -10.8% | -10.8% |
| 6M | -27.5% | -2.3% | -25.2% | -25.3% |
| YTD | -20.7% | -0.6% | -20.1% | -19.4% |
| 1Y | -6.1% | +0.5% | -6.5% | -5.5% |
| 3Y | +318.6% | +29.4% | +289.2% | +231.5% |
| 5Y | +289.9% | +6.5% | +283.5% | +269.1% |
| 10Y | +501.8% | +29.8% | +472.1% | +395.6% |
| All | +58.7% | +127.1% | -68.4% | -6.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling