+696.7%
KGC vs FWONK
+281.7%
+415.0%
-68.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FWONK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.9% | -1.7% | +0.1% |
| 7D | -0.1% | -0.6% | +0.5% | 0.0% |
| 30D | +10.5% | -5.8% | +16.2% | +11.2% |
| 3M | +19.8% | +10.0% | +9.8% | +18.6% |
| 6M | -6.7% | +14.7% | -21.3% | -7.9% |
| YTD | +7.8% | -1.7% | +9.5% | +7.8% |
| 1Y | +35.7% | -4.6% | +40.3% | +36.0% |
| 3Y | +553.7% | +46.7% | +507.0% | +528.5% |
| 5Y | +461.7% | +99.4% | +362.3% | +433.0% |
| 10Y | +710.2% | +345.6% | +364.6% | +656.6% |
| All | +696.7% | +281.7% | +415.0% | +660.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling