+463.0%
KGC vs GEN
+24.6%
+438.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -1.8% |
| 7D | -1.3% | -1.2% | -0.1% | -1.0% |
| 30D | +20.3% | +10.1% | +10.1% | +17.8% |
| 3M | +8.1% | +16.1% | -8.0% | +4.5% |
| 6M | -8.8% | +38.9% | -47.6% | -15.6% |
| YTD | +10.1% | +14.4% | -4.4% | +6.2% |
| 1Y | +44.2% | +5.9% | +38.4% | +41.6% |
| 3Y | +533.0% | +58.8% | +474.2% | +451.8% |
| All | +463.0% | +24.6% | +438.4% | +371.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling