+2,507.9%
KGC vs IBB
+560.8%
+1,947.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.1% |
| 7D | -1.3% | +1.4% | -2.7% | -1.6% |
| 30D | +20.3% | +10.5% | +9.8% | +17.8% |
| 3M | +8.1% | +23.6% | -15.6% | +3.3% |
| 6M | -8.8% | +22.6% | -31.4% | -12.5% |
| YTD | +10.1% | +25.7% | -15.6% | +5.0% |
| 1Y | +44.2% | +51.4% | -7.2% | +32.5% |
| 3Y | +533.0% | +64.4% | +468.7% | +470.4% |
| 5Y | +443.0% | +22.1% | +420.9% | +413.0% |
| 10Y | +678.6% | +132.5% | +546.1% | +557.9% |
| All | +2,507.9% | +560.8% | +1,947.1% | +1,650.9% |
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