+660.5%
KGC vs ETSY
+431.9%
+228.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.6% |
| 7D | -5.6% | -4.9% | -0.7% | -5.3% |
| 30D | +6.1% | -8.6% | +14.8% | +6.8% |
| 3M | +17.3% | +4.8% | +12.6% | +16.8% |
| 6M | -10.3% | +38.1% | -48.4% | -12.5% |
| YTD | +3.9% | +31.2% | -27.4% | +1.4% |
| 1Y | +25.7% | +22.1% | +3.6% | +22.8% |
| 3Y | +526.0% | +12.2% | +513.7% | +506.0% |
| 5Y | +455.5% | -66.5% | +521.9% | +469.6% |
| All | +660.5% | +431.9% | +228.7% | +627.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling