+35.7%
KGC vs FTI
+97.6%
-61.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.4% | +0.7% | +0.4% |
| 7D | -0.1% | -2.3% | +2.2% | +0.4% |
| 30D | +10.5% | +5.0% | +5.4% | +9.2% |
| 3M | +19.8% | +13.8% | +5.9% | +15.2% |
| 6M | -6.7% | +22.9% | -29.6% | -14.4% |
| YTD | +7.8% | +75.0% | -67.2% | -11.8% |
| 1Y | +35.7% | +96.9% | -61.2% | +8.9% |
| All | +35.7% | +97.6% | -61.9% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside FTI.
Daily Out/Under-Performance
Portfolio return minus FTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FTI 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 FTI 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