+1,345.4%
KGC vs HDB
+3,812.1%
-2,466.8%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.4% | -1.8% | -2.2% |
| 7D | -1.3% | +0.4% | -1.7% | -1.4% |
| 30D | +20.3% | -2.8% | +23.1% | +21.0% |
| 3M | +8.1% | -3.5% | +11.6% | +8.7% |
| 6M | -8.8% | -24.7% | +16.0% | -3.2% |
| YTD | +10.1% | -36.6% | +46.6% | +20.8% |
| 1Y | +44.2% | -34.4% | +78.6% | +56.9% |
| 3Y | +533.0% | -24.4% | +557.4% | +562.9% |
| 5Y | +443.0% | -35.4% | +478.4% | +481.6% |
| 10Y | +678.6% | +39.5% | +639.0% | +580.7% |
| All | +1,345.4% | +3,812.1% | -2,466.8% | +859.5% |
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