+84.6%
KGC vs MDY
+2,662.7%
-2,578.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.1% | -2.4% | -2.3% |
| 7D | -1.3% | +0.1% | -1.4% | -1.3% |
| 30D | +20.3% | -1.5% | +21.8% | +21.1% |
| 3M | +8.1% | +0.8% | +7.3% | +8.0% |
| 6M | -8.8% | +7.4% | -16.2% | -10.8% |
| YTD | +10.1% | +15.2% | -5.1% | +4.8% |
| 1Y | +44.2% | +16.5% | +27.7% | +36.8% |
| 3Y | +533.0% | +46.8% | +486.2% | +447.5% |
| 5Y | +443.0% | +46.0% | +397.0% | +369.6% |
| 10Y | +678.6% | +172.1% | +506.5% | +419.0% |
| All | +84.6% | +2,662.7% | -2,578.1% | -27.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling