+35.7%
KGC vs GRMN
+15.7%
+19.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.3% | +1.5% | +0.7% |
| 7D | -0.1% | -1.4% | +1.3% | +0.3% |
| 30D | +10.5% | -13.1% | +23.6% | +15.2% |
| 3M | +19.8% | +14.9% | +4.8% | +12.9% |
| 6M | -6.7% | +13.1% | -19.8% | -11.3% |
| YTD | +7.8% | +35.3% | -27.5% | -2.1% |
| 1Y | +35.7% | +16.0% | +19.7% | +21.5% |
| All | +35.7% | +15.7% | +19.9% | +21.5% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 1y: compounded portfolio wealth divided by compounded GRMN 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…
1y analysis · Full analysis span regression · 6 months rolling