-4.3%
KGC vs LII
-26.0%
+21.7%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +3.6% | +3.9% | +6.4% |
| 7D | -6.8% | +7.9% | -14.7% | -8.9% |
| 30D | -9.2% | -0.6% | -8.6% | -9.3% |
| 3M | -9.1% | -19.3% | +10.2% | -3.3% |
| 6M | -25.7% | -29.8% | +4.2% | -18.9% |
| YTD | -23.6% | -25.4% | +1.8% | -19.2% |
| 1Y | -4.3% | -26.2% | +21.9% | +2.4% |
| All | -4.3% | -26.0% | +21.7% | +2.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LII.
Daily Out/Under-Performance
Portfolio return minus LII return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LII 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 LII 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