+610.9%
KGC vs LII
+3,124.4%
-2,513.5%
-94.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LII | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +1.2% | -3.4% | -2.5% |
| 7D | -1.3% | -0.7% | -0.6% | -1.2% |
| 30D | +20.3% | -12.6% | +32.9% | +22.7% |
| 3M | +8.1% | -24.4% | +32.5% | +12.2% |
| 6M | -8.8% | -28.7% | +19.9% | -4.5% |
| YTD | +10.1% | -19.1% | +29.2% | +13.0% |
| 1Y | +44.2% | -29.7% | +73.9% | +50.7% |
| 3Y | +533.0% | +4.8% | +528.2% | +515.9% |
| 5Y | +443.0% | +24.6% | +418.4% | +409.5% |
| 10Y | +678.6% | +169.2% | +509.3% | +547.6% |
| All | +610.9% | +3,124.4% | -2,513.5% | +440.4% |
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 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