+538.5%
KGC vs HDB
+61.5%
+477.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.7% | +0.1% | +2.1% |
| 7D | +11.1% | +13.7% | -2.6% | +7.9% |
| 30D | -3.7% | +15.8% | -19.6% | -7.0% |
| 3M | -17.2% | +9.2% | -26.4% | -19.0% |
| 6M | -27.3% | +3.2% | -30.4% | -28.0% |
| YTD | -18.5% | -29.4% | +10.8% | -12.8% |
| 1Y | -5.7% | -27.9% | +22.2% | +0.4% |
| 3Y | +336.5% | -5.9% | +342.3% | +335.9% |
| 5Y | +298.7% | -23.5% | +322.2% | +309.8% |
| 10Y | +538.5% | +61.3% | +477.2% | +422.7% |
| All | +538.5% | +61.5% | +477.0% | +422.7% |
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 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