+752.0%
KGC vs FCUV
-94.7%
+846.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FCUV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +136.0% | -135.8% | +0.2% |
| 7D | -6.7% | +148.8% | -155.4% | -6.7% |
| 30D | -6.7% | +95.0% | -101.7% | -6.7% |
| 3M | -22.6% | +27.8% | -50.4% | -22.6% |
| 6M | -33.4% | +121.0% | -154.4% | -33.6% |
| YTD | -26.0% | -78.1% | +52.2% | -25.9% |
| 1Y | -18.3% | -94.3% | +76.0% | -18.0% |
| 3Y | +315.8% | -98.9% | +414.7% | +316.9% |
| 5Y | +225.7% | -99.7% | +325.4% | +227.0% |
| 10Y | +610.5% | -98.2% | +708.7% | +609.7% |
| All | +752.0% | -94.7% | +846.7% | +729.7% |
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