-14.7%
KGC vs IWD
+29.5%
-44.2%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | 0.0% | -5.8% | -5.8% |
| 7D | +8.0% | +1.6% | +6.5% | +4.2% |
| 30D | -9.3% | +3.6% | -12.9% | -16.1% |
| 3M | -21.3% | +2.0% | -23.4% | -24.8% |
| 6M | -31.5% | +13.1% | -44.5% | -47.0% |
| YTD | -23.2% | +26.2% | -49.4% | -50.6% |
| All | -14.7% | +29.5% | -44.2% | -46.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling