+710.2%
KGC vs GAP
+28.3%
+681.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -4.6% | +4.8% | +0.4% |
| 7D | -0.1% | -3.2% | +3.1% | 0.0% |
| 30D | +10.5% | -0.7% | +11.2% | +10.4% |
| 3M | +19.8% | -0.5% | +20.3% | +19.7% |
| 6M | -6.7% | -5.0% | -1.7% | -6.7% |
| YTD | +7.8% | -14.7% | +22.4% | +8.0% |
| 1Y | +35.7% | -8.6% | +44.3% | +35.6% |
| 3Y | +553.7% | +108.4% | +445.3% | +535.9% |
| 5Y | +461.7% | +5.8% | +455.9% | +439.8% |
| 10Y | +710.2% | +29.6% | +680.5% | +647.6% |
| All | +710.2% | +28.3% | +681.9% | +647.6% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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