+521.7%
KGC vs INVH
-9.6%
+531.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INVH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.2% | -2.1% | -3.6% |
| 7D | -8.4% | -3.1% | -5.3% | -7.5% |
| 30D | +6.3% | -7.5% | +13.8% | +8.8% |
| 3M | +22.4% | -6.3% | +28.7% | +24.6% |
| 6M | -11.4% | +9.4% | -20.9% | -14.7% |
| YTD | +3.1% | +1.4% | +1.7% | +1.7% |
| 1Y | +26.6% | -4.1% | +30.7% | +27.4% |
| All | +521.7% | -9.6% | +531.3% | +573.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INVH.
Daily Out/Under-Performance
Portfolio return minus INVH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INVH 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 3y: compounded portfolio wealth divided by compounded INVH 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…
3y analysis · Full analysis span regression · 6 months rolling