+461.7%
KGC vs FND
-61.3%
+522.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.7% | +1.0% | +0.4% |
| 7D | -0.1% | -0.8% | +0.7% | 0.0% |
| 30D | +10.5% | -19.6% | +30.1% | +14.3% |
| 3M | +19.8% | -4.3% | +24.1% | +20.2% |
| 6M | -6.7% | -20.4% | +13.8% | -4.0% |
| YTD | +7.8% | -21.9% | +29.6% | +11.0% |
| 1Y | +35.7% | -45.2% | +80.9% | +46.0% |
| 3Y | +553.7% | -49.2% | +602.9% | +592.6% |
| 5Y | +461.7% | -61.8% | +523.5% | +466.8% |
| All | +461.7% | -61.3% | +522.9% | +466.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling