+26.6%
KGC vs IVZ
+48.1%
-21.5%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IVZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -0.5% | -3.8% | -4.1% |
| 7D | -8.4% | -2.4% | -6.0% | -7.4% |
| 30D | +6.3% | +2.5% | +3.8% | +5.0% |
| 3M | +22.4% | +17.1% | +5.4% | +13.3% |
| 6M | -11.4% | +35.1% | -46.6% | -21.6% |
| YTD | +3.1% | +24.3% | -21.2% | -9.7% |
| 1Y | +26.6% | +48.7% | -22.1% | +4.5% |
| All | +26.6% | +48.1% | -21.5% | +4.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IVZ.
Daily Out/Under-Performance
Portfolio return minus IVZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IVZ 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 1y: compounded portfolio wealth divided by compounded IVZ 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…
1y analysis · Full analysis span regression · 6 months rolling