+1,778.9%
KGC vs IBB
+566.2%
+1,212.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +1.7% | +1.3% | +2.6% |
| 7D | +10.5% | -1.8% | +12.3% | +10.9% |
| 30D | -4.1% | +5.1% | -9.1% | -5.2% |
| 3M | -13.1% | +10.7% | -23.8% | -15.0% |
| 6M | -27.5% | +22.9% | -50.4% | -30.7% |
| YTD | -20.7% | +26.7% | -47.4% | -24.5% |
| 1Y | -6.1% | +35.1% | -41.2% | -11.8% |
| 3Y | +318.6% | +80.2% | +238.4% | +270.1% |
| 5Y | +289.9% | +37.8% | +252.1% | +260.8% |
| 10Y | +501.8% | +161.2% | +340.6% | +398.8% |
| All | +1,778.9% | +566.2% | +1,212.7% | +1,157.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling