+568.9%
KGC vs GSK
+102.9%
+465.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.6% | -5.2% | -5.6% |
| 7D | +8.0% | +5.2% | +2.8% | +6.3% |
| 30D | -9.3% | +10.2% | -19.5% | -12.3% |
| 3M | -21.3% | -0.9% | -20.4% | -21.2% |
| 6M | -31.5% | +3.5% | -35.0% | -32.5% |
| YTD | -23.2% | +7.2% | -30.5% | -25.5% |
| 1Y | -15.0% | +12.0% | -27.0% | -18.9% |
| 3Y | +328.7% | +67.3% | +261.4% | +238.0% |
| 5Y | +262.9% | +45.3% | +217.6% | +200.6% |
| 10Y | +568.9% | +101.8% | +467.1% | +335.7% |
| All | +568.9% | +102.9% | +465.9% | +335.7% |
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