+1,405.9%
KGC vs ETSY
+146.8%
+1,259.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.7% | +4.5% | -1.8% |
| 7D | -1.3% | -8.5% | +7.2% | -0.7% |
| 30D | +20.3% | -10.9% | +31.2% | +21.2% |
| 3M | +8.1% | +14.1% | -6.0% | +6.9% |
| 6M | -8.8% | +37.5% | -46.2% | -11.1% |
| YTD | +10.1% | +38.0% | -27.9% | +7.0% |
| 1Y | +44.2% | +46.5% | -2.3% | +38.9% |
| 3Y | +533.0% | +2.5% | +530.5% | +517.1% |
| 5Y | +443.0% | -65.3% | +508.3% | +456.4% |
| 10Y | +678.6% | +451.6% | +226.9% | +560.8% |
| All | +1,405.9% | +146.8% | +1,259.1% | +1,166.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling