+1,819.4%
KGC vs GRMN
+6,655.2%
-4,835.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.1% | -2.2% | -2.3% |
| 7D | -1.3% | -2.9% | +1.6% | -0.8% |
| 30D | +20.3% | -8.4% | +28.7% | +22.0% |
| 3M | +8.1% | +15.0% | -6.9% | +5.4% |
| 6M | -8.8% | +11.2% | -20.0% | -10.5% |
| YTD | +10.1% | +37.7% | -27.6% | +4.5% |
| 1Y | +44.2% | +18.5% | +25.7% | +39.8% |
| 3Y | +533.0% | +175.8% | +357.2% | +431.2% |
| 5Y | +443.0% | +75.1% | +367.9% | +382.9% |
| 10Y | +678.6% | +637.0% | +41.5% | +461.6% |
| All | +1,819.4% | +6,655.2% | -4,835.8% | +1,091.4% |
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