+552.0%
KGC vs FND
-49.6%
+601.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.6% | +2.3% | -1.7% |
| 7D | +2.4% | +0.4% | +2.1% | +2.4% |
| 30D | +9.2% | -23.6% | +32.8% | +12.9% |
| 3M | +16.7% | +4.3% | +12.4% | +15.9% |
| 6M | -7.0% | -20.3% | +13.3% | -5.4% |
| YTD | +7.5% | -21.3% | +28.8% | +9.5% |
| 1Y | +34.4% | -45.4% | +79.7% | +38.8% |
| 3Y | +552.0% | -48.9% | +600.8% | +581.9% |
| All | +552.0% | -49.6% | +601.5% | +581.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling