+461.7%
KGC vs GH
+24.4%
+437.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.9% | +0.1% |
| 7D | -0.1% | -0.2% | +0.1% | -0.1% |
| 30D | +10.5% | -2.6% | +13.1% | +10.8% |
| 3M | +19.8% | +25.1% | -5.3% | +16.0% |
| 6M | -6.7% | +78.5% | -85.2% | -14.0% |
| YTD | +7.8% | +59.4% | -51.6% | +0.4% |
| 1Y | +35.7% | +173.9% | -138.2% | +17.5% |
| 3Y | +553.7% | +382.7% | +171.0% | +404.9% |
| 5Y | +461.7% | +24.4% | +437.3% | +365.1% |
| All | +461.7% | +24.4% | +437.2% | +365.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GH.
Daily Out/Under-Performance
Portfolio return minus GH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GH 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 GH 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