+454.5%
KGC vs HDB
-37.8%
+492.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.0% | +0.7% | -1.4% |
| 7D | +2.4% | -2.0% | +4.5% | +3.2% |
| 30D | +9.2% | -4.9% | +14.1% | +11.0% |
| 3M | +16.7% | -2.3% | +19.0% | +17.0% |
| 6M | -7.0% | -23.7% | +16.7% | +0.7% |
| YTD | +7.5% | -38.5% | +46.0% | +23.5% |
| 1Y | +34.4% | -36.5% | +70.8% | +52.4% |
| 3Y | +552.0% | -28.5% | +580.4% | +601.3% |
| 5Y | +454.5% | -37.4% | +491.9% | +490.9% |
| All | +454.5% | -37.8% | +492.3% | +490.9% |
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