+44.2%
KGC vs INDA
-5.0%
+49.2%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | 0.0% | -2.3% | -2.3% |
| 7D | -1.3% | +0.7% | -2.0% | -2.1% |
| 30D | +20.3% | -0.8% | +21.1% | +21.5% |
| 3M | +8.1% | +3.9% | +4.1% | +3.6% |
| 6M | -8.8% | -0.7% | -8.0% | -9.9% |
| YTD | +10.1% | -7.7% | +17.7% | +14.8% |
| 1Y | +44.2% | -5.1% | +49.3% | +45.8% |
| All | +44.2% | -5.0% | +49.2% | +45.8% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 1y: compounded portfolio wealth divided by compounded INDA 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…
1y analysis · Full analysis span regression · 6 months rolling