+286.2%
KGC vs FHN
+56.9%
+229.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.3% | +3.4% | +3.0% |
| 7D | +10.5% | -1.0% | +11.5% | +10.5% |
| 30D | -4.1% | +0.2% | -4.3% | -4.0% |
| 3M | -13.1% | -9.0% | -4.1% | -13.2% |
| 6M | -27.5% | -6.8% | -20.7% | -27.6% |
| YTD | -20.7% | -1.5% | -19.2% | -20.8% |
| 1Y | -6.1% | +10.9% | -17.0% | -5.8% |
| 3Y | +318.6% | +119.4% | +199.2% | +335.1% |
| All | +286.2% | +56.9% | +229.3% | +292.4% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 5y: compounded portfolio wealth divided by compounded FHN 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…
5y analysis · Full analysis span regression · 6 months rolling