+318.6%
KGC vs ESI
+67.9%
+250.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ESI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.9% | +1.1% | +2.5% |
| 7D | +10.5% | -8.5% | +19.0% | +13.0% |
| 30D | -4.1% | -15.7% | +11.6% | +0.6% |
| 3M | -13.1% | -18.2% | +5.2% | -8.3% |
| 6M | -27.5% | -28.8% | +1.3% | -21.1% |
| YTD | -20.7% | +26.3% | -47.0% | -25.2% |
| 1Y | -6.1% | +18.2% | -24.3% | -10.2% |
| 3Y | +318.6% | +68.1% | +250.5% | +249.9% |
| All | +318.6% | +67.9% | +250.7% | +249.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling