+218.7%
KGC vs KEY
+1,006.9%
-788.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.3% | -5.4% | -5.8% |
| 7D | +8.0% | +0.5% | +7.5% | +8.0% |
| 30D | -9.3% | +6.9% | -16.2% | -9.6% |
| 3M | -21.3% | -5.0% | -16.3% | -21.1% |
| 6M | -31.5% | +0.7% | -32.2% | -31.5% |
| YTD | -23.2% | +6.5% | -29.7% | -23.5% |
| 1Y | -15.0% | +22.6% | -37.6% | -15.9% |
| 3Y | +328.7% | +125.3% | +203.4% | +311.1% |
| 5Y | +262.9% | +13.9% | +249.0% | +255.4% |
| 10Y | +568.9% | +105.3% | +463.5% | +524.2% |
| All | +218.7% | +1,006.9% | -788.2% | +209.9% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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