+315.8%
KGC vs FND
-39.5%
+355.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.5% | +0.6% |
| 7D | -6.7% | -6.8% | +0.2% | -5.5% |
| 30D | -6.7% | +8.0% | -14.6% | -7.7% |
| 3M | -22.6% | -18.9% | -3.6% | -20.3% |
| 6M | -33.4% | +4.7% | -38.1% | -33.9% |
| YTD | -26.0% | -21.6% | -4.4% | -24.4% |
| 1Y | -18.3% | -22.0% | +3.7% | -16.5% |
| 3Y | +315.8% | -40.4% | +356.2% | +297.7% |
| All | +315.8% | -39.5% | +355.3% | +297.7% |
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 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