+118.6%
KGC vs KNX
+5,045.1%
-4,926.5%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.8% | +3.1% | +0.5% |
| 7D | -0.1% | +2.3% | -2.4% | -0.3% |
| 30D | +10.5% | +0.5% | +10.0% | +10.4% |
| 3M | +19.8% | -14.1% | +33.9% | +21.0% |
| 6M | -6.7% | +19.8% | -26.4% | -8.1% |
| YTD | +7.8% | +32.7% | -25.0% | +5.2% |
| 1Y | +35.7% | +62.3% | -26.7% | +30.3% |
| 3Y | +553.7% | +36.8% | +516.9% | +530.5% |
| 5Y | +461.7% | +41.8% | +419.9% | +437.8% |
| 10Y | +710.2% | +169.7% | +540.5% | +627.2% |
| All | +118.6% | +5,045.1% | -4,926.5% | +59.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KNX.
Daily Out/Under-Performance
Portfolio return minus KNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KNX 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 KNX 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