+492.0%
KGC vs FGI
-70.4%
+562.3%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +7.5% | -9.8% | -2.4% |
| 7D | -1.3% | +0.5% | -1.8% | -1.3% |
| 30D | +20.3% | +65.4% | -45.1% | +17.8% |
| 3M | +8.1% | +23.5% | -15.4% | +6.4% |
| 6M | -8.8% | +60.5% | -69.3% | -12.3% |
| YTD | +10.1% | +30.0% | -19.9% | +6.3% |
| 1Y | +44.2% | +82.1% | -37.8% | +36.0% |
| 3Y | +533.0% | -4.4% | +537.4% | +490.5% |
| All | +492.0% | -70.4% | +562.3% | +462.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling