-4.3%
KGC vs FND
-10.3%
+6.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +10.9% | -3.4% | +3.8% |
| 7D | -6.8% | +12.3% | -19.1% | -10.3% |
| 30D | -9.2% | +14.7% | -23.9% | -13.4% |
| 3M | -9.1% | -12.0% | +2.9% | -6.1% |
| 6M | -25.7% | +10.8% | -36.4% | -29.4% |
| YTD | -23.6% | -12.3% | -11.3% | -23.9% |
| 1Y | -4.3% | -13.4% | +9.1% | -3.9% |
| All | -4.3% | -10.3% | +6.0% | -3.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 FND 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