-15.0%
KGC vs ENB
+4.1%
-19.1%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.8% | -6.5% | -5.7% |
| 7D | +8.0% | -2.4% | +10.4% | +7.9% |
| 30D | -9.3% | +2.5% | -11.8% | -9.4% |
| 3M | -21.3% | -5.8% | -15.5% | -21.7% |
| 6M | -31.5% | -8.5% | -23.0% | -32.3% |
| YTD | -23.2% | +3.9% | -27.1% | -26.7% |
| 1Y | -15.0% | +3.7% | -18.7% | -18.6% |
| All | -15.0% | +4.1% | -19.1% | -18.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling