+288.1%
KGC vs HDB
-25.0%
+313.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.8% | +1.2% | +2.4% |
| 7D | +10.5% | +13.3% | -2.9% | +6.0% |
| 30D | -4.1% | +13.6% | -17.6% | -8.0% |
| 3M | -13.1% | +5.8% | -18.8% | -14.8% |
| 6M | -27.5% | -1.9% | -25.6% | -27.5% |
| YTD | -20.7% | -31.2% | +10.5% | -12.1% |
| 1Y | -6.1% | -29.6% | +23.5% | +3.3% |
| 3Y | +318.6% | -10.1% | +328.7% | +318.8% |
| All | +288.1% | -25.0% | +313.0% | +305.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling