+222.0%
KGC vs MDY
+34.6%
+187.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.4% | +0.3% |
| 7D | -6.7% | +2.3% | -8.9% | -8.1% |
| 30D | -6.7% | +2.0% | -8.7% | -8.0% |
| 3M | -22.6% | -5.6% | -16.9% | -19.1% |
| 6M | -33.4% | +1.3% | -34.7% | -33.6% |
| YTD | -26.0% | +12.3% | -38.3% | -30.7% |
| 1Y | -18.3% | +15.8% | -34.1% | -24.9% |
| 3Y | +315.8% | +56.5% | +259.3% | +205.4% |
| All | +222.0% | +34.6% | +187.4% | +149.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling