+658.7%
KGC vs HDB
+34.0%
+624.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -1.6% |
| 7D | +2.4% | -2.0% | +4.5% | +2.9% |
| 30D | +9.2% | -4.9% | +14.1% | +10.4% |
| 3M | +16.7% | -2.3% | +19.0% | +17.1% |
| 6M | -7.0% | -23.7% | +16.7% | -1.5% |
| YTD | +7.5% | -38.5% | +46.0% | +18.8% |
| 1Y | +34.4% | -36.5% | +70.8% | +47.2% |
| 3Y | +552.0% | -28.5% | +580.4% | +589.9% |
| 5Y | +454.5% | -37.4% | +491.9% | +494.0% |
| 10Y | +658.7% | +34.0% | +624.6% | +621.4% |
| All | +658.7% | +34.0% | +624.7% | +621.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling