+658.7%
KGC vs GEN
+150.2%
+508.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.7% | +0.4% | -2.0% |
| 7D | +2.4% | -0.7% | +3.1% | +2.6% |
| 30D | +9.2% | +2.6% | +6.6% | +8.8% |
| 3M | +16.7% | +15.8% | +1.0% | +14.4% |
| 6M | -7.0% | +33.1% | -40.1% | -10.8% |
| YTD | +7.5% | +11.3% | -3.8% | +5.4% |
| 1Y | +34.4% | +1.7% | +32.7% | +33.2% |
| 3Y | +552.0% | +58.1% | +493.8% | +507.2% |
| 5Y | +454.5% | +20.6% | +433.9% | +424.2% |
| 10Y | +658.7% | +149.0% | +509.7% | +613.2% |
| All | +658.7% | +150.2% | +508.5% | +613.2% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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