+1,029.1%
KGC vs IWD
+726.5%
+302.6%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IWD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.7% | -1.6% | -2.0% |
| 7D | -1.3% | -0.3% | -1.0% | -1.1% |
| 30D | +20.3% | +0.6% | +19.7% | +20.0% |
| 3M | +8.1% | +7.2% | +0.9% | +5.0% |
| 6M | -8.8% | +16.2% | -25.0% | -14.2% |
| YTD | +10.1% | +23.3% | -13.3% | +1.0% |
| 1Y | +44.2% | +29.6% | +14.6% | +29.7% |
| 3Y | +533.0% | +70.5% | +462.6% | +406.8% |
| 5Y | +443.0% | +73.5% | +369.5% | +333.6% |
| 10Y | +678.6% | +198.3% | +480.2% | +389.3% |
| All | +1,029.1% | +726.5% | +302.6% | +594.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling