+969.9%
KGC vs HDB
+4,256.0%
-3,286.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.7% | +0.1% | +2.2% |
| 7D | +11.1% | +13.7% | -2.6% | +8.1% |
| 30D | -3.7% | +15.8% | -19.6% | -6.8% |
| 3M | -17.2% | +9.2% | -26.4% | -18.8% |
| 6M | -27.3% | +3.2% | -30.4% | -27.9% |
| YTD | -18.5% | -29.4% | +10.8% | -12.6% |
| 1Y | -5.7% | -27.9% | +22.2% | +0.6% |
| 3Y | +336.5% | -5.9% | +342.3% | +336.7% |
| 5Y | +298.7% | -23.5% | +322.2% | +312.3% |
| 10Y | +538.5% | +61.3% | +477.2% | +441.1% |
| All | +969.9% | +4,256.0% | -3,286.1% | +593.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling