+454.5%
KGC vs GAP
+9.4%
+445.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | +8.3% |
| 3M | +16.7% | +6.1% | +10.7% | +15.9% |
| 6M | -7.0% | -2.3% | -4.7% | -7.2% |
| YTD | +7.5% | -10.6% | +18.1% | +7.7% |
| 1Y | +34.4% | -4.4% | +38.8% | +33.7% |
| 3Y | +552.0% | +118.3% | +433.7% | +486.0% |
| 5Y | +454.5% | +12.2% | +442.3% | +384.2% |
| All | +454.5% | +9.4% | +445.1% | +384.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling