+478.0%
KGC vs FRSH
-72.6%
+550.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.3% |
| 7D | -8.4% | -11.2% | +2.7% | -7.7% |
| 30D | +6.3% | -0.8% | +7.2% | +6.4% |
| 3M | +22.4% | +26.4% | -4.0% | +20.2% |
| 6M | -11.4% | +48.4% | -59.8% | -14.4% |
| YTD | +3.1% | -3.1% | +6.2% | +3.0% |
| 1Y | +26.6% | -8.7% | +35.3% | +27.0% |
| 3Y | +525.6% | -45.8% | +571.4% | +545.7% |
| All | +478.0% | -72.6% | +550.5% | +465.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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