+54.8%
KGC vs HIG
+1,002.1%
-947.3%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.2% | -1.1% | -2.2% |
| 7D | -1.3% | +0.3% | -1.6% | -1.3% |
| 30D | +20.3% | -3.2% | +23.5% | +20.5% |
| 3M | +8.1% | +9.1% | -1.1% | +7.5% |
| 6M | -8.8% | -1.8% | -7.0% | -8.7% |
| YTD | +10.1% | +1.8% | +8.3% | +9.8% |
| 1Y | +44.2% | +4.6% | +39.7% | +43.6% |
| 3Y | +533.0% | +101.6% | +431.4% | +507.8% |
| 5Y | +443.0% | +124.5% | +318.5% | +417.8% |
| 10Y | +678.6% | +317.8% | +360.7% | +609.1% |
| All | +54.8% | +1,002.1% | -947.3% | +46.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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