+538.5%
KGC vs IWD
+212.1%
+326.5%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.0% | +0.7% | +1.7% |
| 7D | +11.1% | +1.3% | +9.9% | +10.5% |
| 30D | -3.7% | +3.6% | -7.3% | -5.4% |
| 3M | -17.2% | +2.3% | -19.6% | -18.1% |
| 6M | -27.3% | +13.0% | -40.3% | -31.3% |
| YTD | -18.5% | +26.2% | -44.7% | -26.7% |
| 1Y | -5.7% | +30.5% | -36.2% | -16.4% |
| 3Y | +336.5% | +86.2% | +250.3% | +231.4% |
| 5Y | +298.7% | +72.9% | +225.8% | +210.3% |
| 10Y | +538.5% | +205.0% | +333.5% | +425.1% |
| All | +538.5% | +212.1% | +326.5% | +425.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IWD.
Daily Out/Under-Performance
Portfolio return minus IWD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IWD 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 IWD 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