+899.3%
KGC vs IDXX
+53,929.9%
-53,030.5%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.7% | -2.6% | -4.1% |
| 7D | -8.4% | -4.3% | -4.1% | -8.0% |
| 30D | +6.3% | -13.7% | +20.0% | +7.9% |
| 3M | +22.4% | -9.1% | +31.5% | +23.5% |
| 6M | -11.4% | -15.4% | +4.0% | -10.0% |
| YTD | +3.1% | -25.1% | +28.3% | +6.0% |
| 1Y | +26.6% | -20.6% | +47.2% | +29.2% |
| 3Y | +525.6% | +8.7% | +516.8% | +512.9% |
| 5Y | +451.7% | -25.7% | +477.3% | +454.1% |
| 10Y | +675.3% | +360.6% | +314.7% | +563.2% |
| All | +899.3% | +53,929.9% | -53,030.5% | +544.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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