+463.0%
KGC vs ENB
+69.5%
+393.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -1.7% |
| 7D | -1.3% | -0.2% | -1.1% | -1.1% |
| 30D | +20.3% | -2.2% | +22.5% | +21.8% |
| 3M | +8.1% | -10.5% | +18.6% | +16.2% |
| 6M | -8.8% | -5.1% | -3.7% | -6.9% |
| YTD | +10.1% | +9.0% | +1.1% | -0.1% |
| 1Y | +44.2% | +8.2% | +36.0% | +31.5% |
| 3Y | +533.0% | +67.8% | +465.3% | +295.6% |
| All | +463.0% | +69.5% | +393.5% | +258.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling