+454.5%
KGC vs LEN
-12.1%
+466.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.8% | +1.5% | -1.4% |
| 7D | +2.4% | -2.9% | +5.3% | +3.2% |
| 30D | +9.2% | -8.9% | +18.1% | +11.6% |
| 3M | +16.7% | -10.9% | +27.6% | +19.6% |
| 6M | -7.0% | -19.7% | +12.7% | -2.7% |
| YTD | +7.5% | -20.6% | +28.1% | +12.5% |
| 1Y | +34.4% | -42.4% | +76.8% | +49.6% |
| 3Y | +552.0% | -26.5% | +578.5% | +559.9% |
| 5Y | +454.5% | -10.9% | +465.5% | +385.6% |
| All | +454.5% | -12.1% | +466.6% | +385.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LEN.
Daily Out/Under-Performance
Portfolio return minus LEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LEN 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 LEN 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