+552.0%
KGC vs GAP
+113.8%
+438.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.2% | -2.1% | -2.3% |
| 7D | +2.4% | +1.7% | +0.7% | +2.3% |
| 30D | +9.2% | +9.3% | -0.1% | +8.5% |
| 3M | +16.7% | +6.1% | +10.7% | +16.1% |
| 6M | -7.0% | -2.3% | -4.7% | -7.2% |
| YTD | +7.5% | -10.6% | +18.1% | +7.6% |
| 1Y | +34.4% | -4.4% | +38.8% | +33.8% |
| 3Y | +552.0% | +118.3% | +433.7% | +542.5% |
| All | +552.0% | +113.8% | +438.2% | +542.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling