+740.6%
KGC vs MGY
+210.8%
+529.7%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MGY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.3% | -1.1% | +0.2% |
| 7D | -0.1% | +1.5% | -1.6% | -0.2% |
| 30D | +10.5% | +6.8% | +3.6% | +10.1% |
| 3M | +19.8% | +2.6% | +17.2% | +19.5% |
| 6M | -6.7% | -3.1% | -3.6% | -6.9% |
| YTD | +7.8% | +29.4% | -21.6% | +5.4% |
| 1Y | +35.7% | +22.3% | +13.4% | +33.1% |
| 3Y | +553.7% | +26.6% | +527.1% | +535.9% |
| 5Y | +461.7% | +92.1% | +369.6% | +448.2% |
| All | +740.6% | +210.8% | +529.7% | +717.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MGY.
Daily Out/Under-Performance
Portfolio return minus MGY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MGY 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 MGY 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