+1,370.8%
KGC vs ETSY
+134.9%
+1,235.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.8% | +2.5% | -2.0% |
| 7D | +2.4% | -10.9% | +13.4% | +3.3% |
| 30D | +9.2% | -14.9% | +24.1% | +10.5% |
| 3M | +16.7% | +5.8% | +10.9% | +16.1% |
| 6M | -7.0% | +29.1% | -36.1% | -9.0% |
| YTD | +7.5% | +31.3% | -23.9% | +4.9% |
| 1Y | +34.4% | +25.1% | +9.2% | +30.9% |
| 3Y | +552.0% | +8.5% | +543.5% | +532.6% |
| 5Y | +454.5% | -66.1% | +520.6% | +469.2% |
| 10Y | +658.7% | +410.3% | +248.4% | +547.6% |
| All | +1,370.8% | +134.9% | +1,235.9% | +1,141.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded ETSY 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling