-4.3%
KGC vs MDY
+17.5%
-21.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +0.6% | +6.9% | +6.5% |
| 7D | -6.8% | +1.7% | -8.5% | -9.4% |
| 30D | -9.2% | +1.2% | -10.4% | -10.8% |
| 3M | -9.1% | -3.5% | -5.6% | -3.6% |
| 6M | -25.7% | +3.5% | -29.2% | -28.9% |
| YTD | -23.6% | +13.6% | -37.2% | -36.7% |
| 1Y | -4.3% | +17.1% | -21.3% | -23.8% |
| All | -4.3% | +17.5% | -21.8% | -23.8% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 MDY 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