+587.2%
KGC vs ENB
+109.5%
+477.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -6.7% | +3.1% | -9.8% | -7.6% |
| 30D | -6.7% | +2.1% | -8.8% | -7.4% |
| 3M | -22.6% | -4.4% | -18.1% | -21.6% |
| 6M | -33.4% | -10.1% | -23.4% | -31.5% |
| YTD | -26.0% | +5.2% | -31.2% | -28.0% |
| 1Y | -18.3% | +4.2% | -22.5% | -20.3% |
| 3Y | +315.8% | +70.1% | +245.7% | +248.2% |
| 5Y | +225.7% | +59.4% | +166.3% | +181.3% |
| All | +587.2% | +109.5% | +477.7% | +464.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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