-4.3%
KGC vs INDA
-7.3%
+3.0%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +2.7% | +4.7% | +4.1% |
| 7D | -6.8% | +6.9% | -13.7% | -14.1% |
| 30D | -9.2% | +7.4% | -16.6% | -16.7% |
| 3M | -9.1% | -1.0% | -8.1% | -7.7% |
| 6M | -25.7% | +2.9% | -28.5% | -27.8% |
| YTD | -23.6% | -7.4% | -16.2% | -20.6% |
| 1Y | -4.3% | -7.4% | +3.1% | 0.0% |
| All | -4.3% | -7.3% | +3.0% | 0.0% |
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