+445.9%
KGC vs ETSY
-66.2%
+512.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.6% |
| 7D | -5.6% | -4.9% | -0.7% | -5.2% |
| 30D | +6.1% | -8.6% | +14.8% | +6.9% |
| 3M | +17.3% | +4.8% | +12.6% | +16.7% |
| 6M | -10.3% | +38.1% | -48.4% | -12.9% |
| YTD | +3.9% | +31.2% | -27.4% | +1.0% |
| 1Y | +25.7% | +22.1% | +3.6% | +22.3% |
| 3Y | +526.0% | +12.2% | +513.7% | +501.8% |
| All | +445.9% | -66.2% | +512.1% | +452.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling