+634.8%
KGC vs IBB
+133.2%
+501.6%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.5% |
| 7D | +0.2% | -1.4% | +1.6% | +0.7% |
| 30D | -8.8% | +6.8% | -15.6% | -11.2% |
| 3M | -21.1% | +9.2% | -30.3% | -23.8% |
| 6M | -32.3% | +28.3% | -60.7% | -38.4% |
| YTD | -23.5% | +29.4% | -52.8% | -30.4% |
| 1Y | -15.0% | +33.2% | -48.1% | -23.5% |
| 3Y | +327.5% | +90.2% | +237.3% | +239.6% |
| 5Y | +244.3% | +44.0% | +200.3% | +193.9% |
| 10Y | +634.8% | +133.1% | +501.7% | +502.2% |
| All | +634.8% | +133.2% | +501.6% | +502.2% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 10y: compounded portfolio wealth divided by compounded IBB 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…
10y analysis · Full analysis span regression · 6 months rolling