+710.2%
KGC vs ENB
+98.3%
+611.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +0.9% | +0.5% |
| 7D | -0.1% | -0.3% | +0.2% | 0.0% |
| 30D | +10.5% | -1.1% | +11.5% | +10.7% |
| 3M | +19.8% | -8.5% | +28.3% | +22.9% |
| 6M | -6.7% | -4.5% | -2.1% | -5.8% |
| YTD | +7.8% | +9.1% | -1.3% | +3.6% |
| 1Y | +35.7% | +8.0% | +27.7% | +31.0% |
| 3Y | +553.7% | +77.8% | +475.9% | +437.4% |
| 5Y | +461.7% | +69.4% | +392.3% | +375.6% |
| 10Y | +710.2% | +100.5% | +609.7% | +658.5% |
| All | +710.2% | +98.3% | +611.9% | +658.5% |
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