+336.5%
KGC vs IBN
+56.2%
+280.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.1% | +2.1% |
| 7D | +11.1% | +14.6% | -3.5% | +5.9% |
| 30D | -3.7% | +23.5% | -27.3% | -10.7% |
| 3M | -17.2% | +14.0% | -31.2% | -21.1% |
| 6M | -27.3% | +31.1% | -58.4% | -33.9% |
| YTD | -18.5% | +16.6% | -35.1% | -24.0% |
| 1Y | -5.7% | +14.9% | -20.6% | -11.8% |
| 3Y | +336.5% | +56.9% | +279.6% | +280.7% |
| All | +336.5% | +56.2% | +280.3% | +280.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 3y: compounded portfolio wealth divided by compounded IBN 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…
3y analysis · Full analysis span regression · 6 months rolling