+660.5%
KGC vs ITOT
+303.4%
+357.1%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | ITOT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.8% | -0.1% | +0.2% |
| 7D | -5.6% | -0.9% | -4.7% | -5.2% |
| 30D | +6.1% | -1.5% | +7.6% | +7.0% |
| 3M | +17.3% | +3.6% | +13.8% | +15.4% |
| 6M | -10.3% | +13.7% | -24.0% | -15.3% |
| YTD | +3.9% | +12.9% | -9.1% | -1.6% |
| 1Y | +25.7% | +17.2% | +8.6% | +17.2% |
| 3Y | +526.0% | +75.6% | +450.3% | +384.2% |
| 5Y | +455.5% | +75.5% | +380.0% | +323.9% |
| All | +660.5% | +303.4% | +357.1% | +407.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ITOT.
Daily Out/Under-Performance
Portfolio return minus ITOT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ITOT 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 10y: compounded portfolio wealth divided by compounded ITOT 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…
10y analysis · Full analysis span regression · 6 months rolling