+660.5%
KGC vs ET
+177.0%
+483.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.8% | +1.5% | +0.8% |
| 7D | -5.6% | +0.2% | -5.9% | -5.7% |
| 30D | +6.1% | +2.9% | +3.3% | +5.6% |
| 3M | +17.3% | +16.8% | +0.5% | +14.4% |
| 6M | -10.3% | +18.9% | -29.2% | -13.0% |
| YTD | +3.9% | +37.7% | -33.8% | -1.6% |
| 1Y | +25.7% | +32.4% | -6.7% | +19.9% |
| 3Y | +526.0% | +99.5% | +426.5% | +461.7% |
| 5Y | +455.5% | +244.0% | +211.5% | +368.2% |
| All | +660.5% | +177.0% | +483.5% | +637.7% |
Cumulative growth
Daily Returns
Daily percentage return beside ET.
Daily Out/Under-Performance
Portfolio return minus ET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ET 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 ET 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