+552.0%
KGC vs IBN
+29.3%
+522.7%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -1.5% |
| 7D | +2.4% | -2.2% | +4.6% | +3.3% |
| 30D | +9.2% | -2.3% | +11.5% | +10.1% |
| 3M | +16.7% | +15.9% | +0.9% | +10.9% |
| 6M | -7.0% | +5.6% | -12.6% | -9.1% |
| YTD | +7.5% | -0.1% | +7.6% | +6.1% |
| 1Y | +34.4% | -6.5% | +40.9% | +34.4% |
| 3Y | +552.0% | +29.3% | +522.7% | +490.9% |
| All | +552.0% | +29.3% | +522.7% | +490.9% |
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