+568.9%
KGC vs GEN
+151.0%
+417.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +0.7% | -6.5% | -5.9% |
| 7D | +8.0% | +1.0% | +7.0% | +7.9% |
| 30D | -9.3% | +29.1% | -38.4% | -12.6% |
| 3M | -21.3% | +2.9% | -24.2% | -21.9% |
| 6M | -31.5% | +33.6% | -65.1% | -34.4% |
| YTD | -23.2% | +12.0% | -35.3% | -25.0% |
| 1Y | -15.0% | +16.2% | -31.2% | -17.4% |
| 3Y | +328.7% | +65.1% | +263.6% | +296.5% |
| 5Y | +262.9% | +33.3% | +229.6% | +239.7% |
| 10Y | +568.9% | +149.7% | +419.2% | +504.7% |
| All | +568.9% | +151.0% | +417.9% | +504.7% |
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