+315.8%
KGC vs ETSY
+41.3%
+274.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | +0.2% |
| 7D | -6.7% | -1.0% | -5.6% | -6.6% |
| 30D | -6.7% | +7.3% | -14.0% | -7.0% |
| 3M | -22.6% | +10.3% | -32.9% | -23.1% |
| 6M | -33.4% | +55.1% | -88.5% | -34.7% |
| YTD | -26.0% | +60.5% | -86.5% | -27.6% |
| 1Y | -18.3% | +52.2% | -70.5% | -20.0% |
| 3Y | +315.8% | +40.8% | +275.0% | +311.6% |
| All | +315.8% | +41.3% | +274.5% | +311.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling