+570.3%
KGC vs GEN
+61.9%
+508.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -1.9% |
| 7D | -1.3% | -1.2% | -0.1% | -1.0% |
| 30D | +20.3% | +10.1% | +10.1% | +18.1% |
| 3M | +8.1% | +16.1% | -8.0% | +5.0% |
| 6M | -8.8% | +38.9% | -47.6% | -14.6% |
| YTD | +10.1% | +14.4% | -4.4% | +7.1% |
| 1Y | +44.2% | +5.9% | +38.4% | +42.7% |
| All | +570.3% | +61.9% | +508.5% | +540.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling