-6.1%
KGC vs FGI
+46.9%
-53.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.8% | +3.8% | +3.0% |
| 7D | +10.5% | -7.0% | +17.4% | +10.5% |
| 30D | -4.1% | -4.2% | +0.2% | -4.0% |
| 3M | -13.1% | +55.6% | -68.7% | -14.2% |
| 6M | -27.5% | -3.2% | -24.4% | -27.6% |
| YTD | -20.7% | +29.1% | -49.8% | -24.9% |
| 1Y | -6.1% | +51.0% | -57.0% | -12.1% |
| All | -6.1% | +46.9% | -53.0% | -12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FGI.
Daily Out/Under-Performance
Portfolio return minus FGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FGI 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 1y: compounded portfolio wealth divided by compounded FGI 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…
1y analysis · Full analysis span regression · 6 months rolling