+1,235.0%
KGC vs GRMN
+7,095.1%
-5,860.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.6% |
| 7D | +0.2% | +1.7% | -1.4% | 0.0% |
| 30D | -8.8% | +10.2% | -19.0% | -10.2% |
| 3M | -21.1% | -4.7% | -16.4% | -20.6% |
| 6M | -32.3% | +22.3% | -54.6% | -34.7% |
| YTD | -23.5% | +46.7% | -70.1% | -28.1% |
| 1Y | -15.0% | +49.6% | -64.6% | -20.4% |
| 3Y | +327.5% | +165.3% | +162.2% | +260.6% |
| 5Y | +244.3% | +130.3% | +114.0% | +194.4% |
| 10Y | +634.8% | +658.0% | -23.2% | +426.6% |
| All | +1,235.0% | +7,095.1% | -5,860.1% | +719.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling