+286.2%
KGC vs GEN
+32.5%
+253.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -2.6% | +5.7% | +3.5% |
| 7D | +10.5% | +2.3% | +8.2% | +10.0% |
| 30D | -4.1% | +33.1% | -37.1% | -10.2% |
| 3M | -13.1% | +6.5% | -19.6% | -14.6% |
| 6M | -27.5% | +53.8% | -81.3% | -34.8% |
| YTD | -20.7% | +11.2% | -31.9% | -23.3% |
| 1Y | -6.1% | +19.4% | -25.5% | -10.7% |
| 3Y | +318.6% | +81.0% | +237.6% | +249.7% |
| All | +286.2% | +32.5% | +253.7% | +222.4% |
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