+111.5%
KGC vs INDA
+121.8%
-10.2%
-87.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.2% | +0.4% | +0.3% |
| 7D | -6.7% | +1.1% | -7.8% | -7.1% |
| 30D | -6.7% | +9.4% | -16.0% | -10.0% |
| 3M | -22.6% | +2.9% | -25.5% | -23.4% |
| 6M | -33.4% | +7.2% | -40.7% | -35.1% |
| YTD | -26.0% | -4.8% | -21.2% | -24.4% |
| 1Y | -18.3% | -5.1% | -13.2% | -16.4% |
| 3Y | +315.8% | +16.7% | +299.1% | +294.8% |
| 5Y | +225.7% | +8.8% | +216.9% | +216.5% |
| 10Y | +610.5% | +116.2% | +494.2% | +432.3% |
| All | +111.5% | +121.8% | -10.2% | +53.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling