+37.6%
KGC vs LII
-31.8%
+69.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.4% | -2.6% |
| 7D | -1.3% | -0.7% | -0.6% | -1.1% |
| 30D | +20.3% | -12.6% | +32.9% | +24.3% |
| 3M | +8.1% | -24.4% | +32.5% | +14.5% |
| 6M | -8.8% | -28.7% | +19.9% | -4.4% |
| YTD | +10.1% | -19.1% | +29.2% | +14.8% |
| All | +37.6% | -31.8% | +69.4% | +46.0% |
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