-4.3%
KGC vs LDOS
-27.6%
+23.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LDOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.7% | +6.8% | +7.5% |
| 7D | -6.8% | -2.8% | -4.0% | -6.7% |
| 30D | -9.2% | +13.6% | -22.7% | -9.6% |
| 3M | -9.1% | +4.2% | -13.3% | -9.5% |
| 6M | -25.7% | -8.2% | -17.4% | -25.1% |
| YTD | -23.6% | -24.1% | +0.5% | -23.0% |
| 1Y | -4.3% | -31.2% | +26.9% | -2.4% |
| All | -4.3% | -27.6% | +23.3% | -2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LDOS.
Daily Out/Under-Performance
Portfolio return minus LDOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LDOS 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 1y: compounded portfolio wealth divided by compounded LDOS 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…
1y analysis · Full analysis span regression · 6 months rolling