-4.3%
KGC vs LTH
+84.0%
-88.3%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LTH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +6.3% | +1.1% | +6.5% |
| 7D | -6.8% | +9.9% | -16.6% | -8.1% |
| 30D | -9.2% | +18.3% | -27.5% | -11.5% |
| 3M | -9.1% | +5.9% | -15.1% | -9.8% |
| 6M | -25.7% | +80.3% | -106.0% | -33.9% |
| YTD | -23.6% | +78.3% | -101.9% | -31.7% |
| 1Y | -4.3% | +81.0% | -85.3% | -14.5% |
| All | -4.3% | +84.0% | -88.3% | -14.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LTH.
Daily Out/Under-Performance
Portfolio return minus LTH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LTH 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 LTH 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