+35.7%
KGC vs HDB
-37.2%
+72.9%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.8% | +2.0% | +0.9% |
| 7D | -0.1% | -4.9% | +4.8% | +1.7% |
| 30D | +10.5% | -5.8% | +16.3% | +12.9% |
| 3M | +19.8% | -5.2% | +25.0% | +20.5% |
| 6M | -6.7% | -25.7% | +19.0% | -1.9% |
| YTD | +7.8% | -39.6% | +47.3% | +8.2% |
| 1Y | +35.7% | -36.9% | +72.6% | +38.8% |
| All | +35.7% | -37.2% | +72.9% | +38.8% |
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