+315.8%
KGC vs GEN
+67.9%
+247.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.4% | -2.1% | -0.2% |
| 7D | -6.7% | +2.0% | -8.7% | -7.0% |
| 30D | -6.7% | +27.7% | -34.4% | -11.0% |
| 3M | -22.6% | +3.3% | -25.8% | -23.1% |
| 6M | -33.4% | +31.8% | -65.2% | -37.0% |
| YTD | -26.0% | +13.5% | -39.5% | -27.8% |
| 1Y | -18.3% | +16.0% | -34.3% | -20.8% |
| 3Y | +315.8% | +70.6% | +245.2% | +244.6% |
| All | +315.8% | +67.9% | +247.9% | +244.6% |
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