+446.5%
KGC vs IBN
+1,756.6%
-1,310.1%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +1.7% | +1.1% | +2.5% |
| 7D | +11.1% | +14.6% | -3.5% | +9.2% |
| 30D | -3.7% | +23.5% | -27.3% | -6.4% |
| 3M | -17.2% | +14.0% | -31.2% | -18.6% |
| 6M | -27.3% | +31.1% | -58.4% | -29.8% |
| YTD | -18.5% | +16.6% | -35.1% | -20.2% |
| 1Y | -5.7% | +14.9% | -20.6% | -7.4% |
| 3Y | +336.5% | +56.9% | +279.6% | +310.5% |
| 5Y | +298.7% | +69.7% | +229.0% | +269.9% |
| 10Y | +538.5% | +365.4% | +173.2% | +406.3% |
| All | +446.5% | +1,756.6% | -1,310.1% | +385.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling