+710.2%
KGC vs EXEL
+378.5%
+331.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | +0.2% |
| 7D | -0.1% | -0.3% | +0.2% | -0.1% |
| 30D | +10.5% | +10.1% | +0.3% | +10.1% |
| 3M | +19.8% | +10.1% | +9.7% | +19.4% |
| 6M | -6.7% | +37.7% | -44.3% | -7.6% |
| YTD | +7.8% | +33.1% | -25.3% | +6.8% |
| 1Y | +35.7% | +52.4% | -16.7% | +34.1% |
| 3Y | +553.7% | +163.8% | +389.9% | +534.0% |
| 5Y | +461.7% | +198.5% | +263.2% | +441.9% |
| 10Y | +710.2% | +386.9% | +323.3% | +738.1% |
| All | +710.2% | +378.5% | +331.7% | +738.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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