+454.5%
KGC vs IT
-44.6%
+499.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -7.4% | +5.1% | -1.6% |
| 7D | +2.4% | -9.1% | +11.6% | +3.4% |
| 30D | +9.2% | -7.0% | +16.2% | +10.0% |
| 3M | +16.7% | +7.6% | +9.1% | +15.8% |
| 6M | -7.0% | +2.1% | -9.1% | -7.4% |
| YTD | +7.5% | -31.6% | +39.1% | +13.7% |
| 1Y | +34.4% | -29.9% | +64.3% | +40.5% |
| 3Y | +552.0% | -51.3% | +603.2% | +624.8% |
| 5Y | +454.5% | -44.8% | +499.3% | +466.9% |
| All | +454.5% | -44.6% | +499.1% | +466.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling