+526.0%
KGC vs FWONK
+44.6%
+481.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| 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% | +7.8% |
| 3M | +17.3% | +5.7% | +11.6% | +16.3% |
| 6M | -10.3% | +13.5% | -23.7% | -11.9% |
| YTD | +3.9% | -3.0% | +6.8% | +3.7% |
| 1Y | +25.7% | -6.4% | +32.1% | +25.8% |
| 3Y | +526.0% | +43.8% | +482.1% | +502.4% |
| All | +526.0% | +44.6% | +481.4% | +502.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling