+395.8%
KGC vs LII
+2,783.5%
-2,387.7%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.4% | -5.3% | -5.7% |
| 7D | +8.0% | +0.4% | +7.6% | +8.0% |
| 30D | -9.3% | -2.4% | -6.9% | -9.1% |
| 3M | -21.3% | -17.5% | -3.8% | -19.1% |
| 6M | -31.5% | -32.8% | +1.4% | -27.7% |
| YTD | -23.2% | -27.7% | +4.5% | -20.0% |
| 1Y | -15.0% | -28.1% | +13.0% | -11.4% |
| 3Y | +328.7% | -9.7% | +338.4% | +326.6% |
| 5Y | +262.9% | +19.5% | +243.4% | +242.7% |
| 10Y | +568.9% | +170.6% | +398.3% | +456.3% |
| All | +395.8% | +2,783.5% | -2,387.7% | +282.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling