+357.0%
KGC vs GEN
+8,838.9%
-8,481.8%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.2% | -0.1% | -2.2% |
| 7D | -1.3% | -1.2% | -0.1% | -1.2% |
| 30D | +20.3% | +10.1% | +10.1% | +19.8% |
| 3M | +8.1% | +16.1% | -8.0% | +7.3% |
| 6M | -8.8% | +38.9% | -47.6% | -10.2% |
| YTD | +10.1% | +14.4% | -4.4% | +9.2% |
| 1Y | +44.2% | +5.9% | +38.4% | +43.5% |
| 3Y | +533.0% | +58.8% | +474.2% | +518.2% |
| 5Y | +443.0% | +24.7% | +418.3% | +433.7% |
| 10Y | +678.6% | +163.1% | +515.5% | +642.1% |
| All | +357.0% | +8,838.9% | -8,481.8% | +267.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling