+416.3%
KGC vs JBL
+34,886.9%
-34,470.6%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.2% | +2.4% | +0.3% |
| 7D | -6.7% | +6.3% | -13.0% | -6.9% |
| 30D | -6.7% | -13.5% | +6.8% | -6.2% |
| 3M | -22.6% | -31.3% | +8.8% | -21.6% |
| 6M | -33.4% | -28.4% | -5.0% | -32.7% |
| YTD | -26.0% | +11.6% | -37.6% | -26.3% |
| 1Y | -18.3% | +26.1% | -44.4% | -18.9% |
| 3Y | +315.8% | +97.4% | +218.4% | +306.1% |
| 5Y | +225.7% | +301.0% | -75.3% | +212.2% |
| 10Y | +610.5% | +1,151.1% | -540.6% | +569.0% |
| All | +416.3% | +34,886.9% | -34,470.6% | +446.8% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 JBL 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