+278.5%
KGC vs MAS
+41.7%
+236.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.4% | +4.2% | +1.6% |
| 7D | 0.0% | +4.6% | -4.6% | -1.1% |
| 30D | -9.3% | +19.9% | -29.2% | -13.3% |
| 3M | -15.9% | +8.9% | -24.8% | -17.8% |
| 6M | -24.9% | +20.2% | -45.0% | -28.3% |
| YTD | -23.0% | +33.9% | -56.9% | -28.7% |
| 1Y | -9.9% | +34.7% | -44.6% | -16.7% |
| 3Y | +301.2% | +60.4% | +240.9% | +242.0% |
| 5Y | +278.5% | +43.5% | +235.1% | +215.5% |
| All | +278.5% | +41.7% | +236.9% | +215.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MAS.
Daily Out/Under-Performance
Portfolio return minus MAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MAS 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 5y: compounded portfolio wealth divided by compounded MAS 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…
5y analysis · Full analysis span regression · 6 months rolling