+660.5%
KGC vs FWONK
+340.2%
+320.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.2% | +0.5% | +0.7% |
| 7D | -5.6% | +0.1% | -5.7% | -5.6% |
| 30D | +6.1% | -7.7% | +13.9% | +7.1% |
| 3M | +17.3% | +5.7% | +11.6% | +16.6% |
| 6M | -10.3% | +13.5% | -23.7% | -11.4% |
| YTD | +3.9% | -3.0% | +6.8% | +4.0% |
| 1Y | +25.7% | -6.4% | +32.1% | +26.3% |
| 3Y | +526.0% | +43.8% | +482.1% | +500.7% |
| 5Y | +455.5% | +98.6% | +356.9% | +426.2% |
| All | +660.5% | +340.2% | +320.3% | +675.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FWONK.
Daily Out/Under-Performance
Portfolio return minus FWONK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FWONK 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 10y: compounded portfolio wealth divided by compounded FWONK 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…
10y analysis · Full analysis span regression · 6 months rolling