-4.3%
KGC vs HBM
+47.3%
-51.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HBM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.6% | +3.8% | +5.0% |
| 7D | -6.8% | -5.8% | -0.9% | -2.8% |
| 30D | -9.2% | -18.5% | +9.3% | +4.0% |
| 3M | -9.1% | -10.3% | +1.2% | -2.6% |
| 6M | -25.7% | +2.1% | -27.8% | -30.4% |
| YTD | -23.6% | +12.0% | -35.7% | -33.1% |
| 1Y | -4.3% | +49.8% | -54.0% | -31.5% |
| All | -4.3% | +47.3% | -51.6% | -31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HBM.
Daily Out/Under-Performance
Portfolio return minus HBM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HBM 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 HBM 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