+44.2%
KGC vs EME
+19.7%
+24.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.7% | -4.0% | -2.7% |
| 7D | -1.3% | +1.9% | -3.2% | -1.8% |
| 30D | +20.3% | -8.3% | +28.5% | +22.9% |
| 3M | +8.1% | -10.7% | +18.8% | +11.5% |
| 6M | -8.8% | +1.9% | -10.7% | -9.4% |
| YTD | +10.1% | +23.5% | -13.4% | +4.7% |
| 1Y | +44.2% | +18.0% | +26.3% | +27.2% |
| All | +44.2% | +19.7% | +24.5% | +27.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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