+538.5%
KGC vs LSCC
+1,398.6%
-860.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +8.4% | -5.7% | +1.6% |
| 7D | +11.1% | +19.3% | -8.2% | +8.3% |
| 30D | -3.7% | -9.6% | +5.9% | -2.8% |
| 3M | -17.2% | -12.4% | -4.8% | -16.2% |
| 6M | -27.3% | -10.5% | -16.8% | -27.0% |
| YTD | -18.5% | +54.8% | -73.3% | -23.7% |
| 1Y | -5.7% | +79.4% | -85.1% | -13.2% |
| 3Y | +336.5% | +109.6% | +226.9% | +282.8% |
| 5Y | +298.7% | +40.4% | +258.3% | +251.0% |
| 10Y | +538.5% | +1,379.1% | -840.5% | +388.5% |
| All | +538.5% | +1,398.6% | -860.0% | +388.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 10y: compounded portfolio wealth divided by compounded LSCC 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…
10y analysis · Full analysis span regression · 6 months rolling