+1,166.9%
KGC vs FCUV
-87.2%
+1,254.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -13.7% | +11.4% | -2.3% |
| 7D | -1.3% | +62.8% | -64.1% | -1.3% |
| 30D | +20.3% | +66.5% | -46.2% | +20.3% |
| 3M | +8.1% | +459.9% | -451.9% | +7.9% |
| 6M | -8.8% | -12.4% | +3.6% | -8.7% |
| YTD | +10.1% | -47.5% | +57.6% | +10.2% |
| 1Y | +44.2% | -80.5% | +124.7% | +44.7% |
| 3Y | +533.0% | -97.6% | +630.7% | +534.7% |
| 5Y | +443.0% | -99.5% | +542.5% | +445.2% |
| 10Y | +678.6% | -95.8% | +774.3% | +677.7% |
| All | +1,166.9% | -87.2% | +1,254.2% | +1,133.7% |
Cumulative growth
Daily Returns
Daily percentage return beside FCUV.
Daily Out/Under-Performance
Portfolio return minus FCUV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FCUV 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 FCUV 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