+406.7%
KGC vs FLNC
-70.4%
+477.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FLNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.5% | -1.8% | +0.5% |
| 7D | -5.6% | -4.1% | -1.6% | -5.3% |
| 30D | +6.1% | -24.8% | +30.9% | +8.8% |
| 3M | +17.3% | -59.1% | +76.4% | +26.5% |
| 6M | -10.3% | -42.0% | +31.7% | -8.4% |
| YTD | +3.9% | -49.8% | +53.7% | +6.3% |
| 1Y | +25.7% | +43.1% | -17.4% | +15.8% |
| 3Y | +526.0% | -61.0% | +586.9% | +510.9% |
| All | +406.7% | -70.4% | +477.0% | +363.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FLNC.
Daily Out/Under-Performance
Portfolio return minus FLNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FLNC 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 FLNC 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