+710.2%
KGC vs ESI
+308.3%
+401.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.2% | +1.5% | +0.4% |
| 7D | -0.1% | +3.9% | -4.0% | -0.7% |
| 30D | +10.5% | -3.8% | +14.3% | +11.0% |
| 3M | +19.8% | -13.1% | +32.9% | +22.0% |
| 6M | -6.7% | +11.3% | -18.0% | -8.2% |
| YTD | +7.8% | +44.1% | -36.3% | +2.5% |
| 1Y | +35.7% | +40.3% | -4.7% | +29.3% |
| 3Y | +553.7% | +84.1% | +469.6% | +499.6% |
| 5Y | +461.7% | +75.8% | +385.9% | +411.2% |
| 10Y | +710.2% | +320.7% | +389.5% | +602.0% |
| All | +710.2% | +308.3% | +401.9% | +602.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ESI.
Daily Out/Under-Performance
Portfolio return minus ESI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ESI 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 ESI 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