-4.3%
KGC vs HDB
-32.8%
+28.6%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +5.6% | +1.9% | +5.1% |
| 7D | -6.8% | +12.9% | -19.7% | -11.4% |
| 30D | -9.2% | +10.0% | -19.2% | -12.6% |
| 3M | -9.1% | +1.8% | -11.0% | -9.7% |
| 6M | -25.7% | -2.1% | -23.6% | -25.8% |
| YTD | -23.6% | -33.4% | +9.8% | -22.4% |
| 1Y | -4.3% | -32.9% | +28.6% | -3.7% |
| All | -4.3% | -32.8% | +28.6% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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