+552.0%
KGC vs IT
-51.4%
+603.3%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -7.4% | +5.1% | -2.2% |
| 7D | +2.4% | -9.1% | +11.6% | +2.6% |
| 30D | +9.2% | -7.0% | +16.2% | +9.4% |
| 3M | +16.7% | +7.6% | +9.1% | +17.5% |
| 6M | -7.0% | +2.1% | -9.1% | -6.0% |
| YTD | +7.5% | -31.6% | +39.1% | +10.9% |
| 1Y | +34.4% | -29.9% | +64.3% | +37.9% |
| 3Y | +552.0% | -51.3% | +603.2% | +612.9% |
| All | +552.0% | -51.4% | +603.3% | +612.9% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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