+570.3%
KGC vs HDB
-24.9%
+595.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.8% | -2.1% |
| 7D | -1.3% | +0.4% | -1.7% | -1.4% |
| 30D | +20.3% | -2.8% | +23.1% | +21.3% |
| 3M | +8.1% | -3.5% | +11.6% | +8.8% |
| 6M | -8.8% | -24.7% | +16.0% | -1.8% |
| YTD | +10.1% | -36.6% | +46.6% | +23.1% |
| 1Y | +44.2% | -34.4% | +78.6% | +59.4% |
| All | +570.3% | -24.9% | +595.3% | +607.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling