+621.0%
KGC vs IBN
+1,491.4%
-870.4%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -2.5% | +0.2% | -2.0% |
| 7D | +2.4% | -2.2% | +4.6% | +2.7% |
| 30D | +9.2% | -2.3% | +11.5% | +9.6% |
| 3M | +16.7% | +15.9% | +0.9% | +14.5% |
| 6M | -7.0% | +5.6% | -12.6% | -7.6% |
| YTD | +7.5% | -0.1% | +7.6% | +7.5% |
| 1Y | +34.4% | -6.5% | +40.9% | +35.3% |
| 3Y | +552.0% | +29.3% | +522.7% | +528.7% |
| 5Y | +454.5% | +56.6% | +398.0% | +419.7% |
| 10Y | +658.7% | +314.4% | +344.3% | +509.8% |
| All | +621.0% | +1,491.4% | -870.4% | +552.9% |
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 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