+461.7%
KGC vs JAAA
+26.7%
+435.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | JAAA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.2% | +0.2% |
| 7D | -0.1% | +0.1% | -0.2% | -0.3% |
| 30D | +10.5% | +0.5% | +10.0% | +9.7% |
| 3M | +19.8% | +1.2% | +18.5% | +17.6% |
| 6M | -6.7% | +2.7% | -9.4% | -10.3% |
| YTD | +7.8% | +3.2% | +4.6% | +3.0% |
| 1Y | +35.7% | +4.8% | +30.9% | +26.9% |
| 3Y | +553.7% | +19.0% | +534.7% | +414.0% |
| 5Y | +461.7% | +26.8% | +434.9% | +282.2% |
| All | +461.7% | +26.7% | +435.0% | +282.2% |
Cumulative growth
Daily Returns
Daily percentage return beside JAAA.
Daily Out/Under-Performance
Portfolio return minus JAAA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JAAA 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 5y: compounded portfolio wealth divided by compounded JAAA 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…
5y analysis · Full analysis span regression · 6 months rolling