+26.6%
KGC vs FND
-45.8%
+72.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.5% | -2.8% | -3.9% |
| 7D | -8.4% | -5.1% | -3.3% | -7.1% |
| 30D | +6.3% | -22.5% | +28.9% | +13.4% |
| 3M | +22.4% | -5.0% | +27.4% | +23.2% |
| 6M | -11.4% | -21.5% | +10.1% | -7.5% |
| YTD | +3.1% | -23.0% | +26.2% | +7.9% |
| 1Y | +26.6% | -44.9% | +71.5% | +27.7% |
| All | +26.6% | -45.8% | +72.5% | +27.7% |
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