+710.2%
KGC vs GSK
+80.2%
+630.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | -0.1% | -3.6% | +3.5% | +1.2% |
| 30D | +10.5% | -5.9% | +16.4% | +12.8% |
| 3M | +19.8% | -4.3% | +24.0% | +21.4% |
| 6M | -6.7% | -10.8% | +4.1% | -3.1% |
| YTD | +7.8% | +1.8% | +6.0% | +6.6% |
| 1Y | +35.7% | +23.5% | +12.2% | +25.1% |
| 3Y | +553.7% | +49.5% | +504.2% | +438.8% |
| 5Y | +461.7% | +49.7% | +412.0% | +356.2% |
| 10Y | +710.2% | +81.9% | +628.2% | +492.4% |
| All | +710.2% | +80.2% | +630.0% | +492.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 10y: compounded portfolio wealth divided by compounded GSK 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…
10y analysis · Full analysis span regression · 6 months rolling