+207.3%
KGC vs MKC
+3,068.3%
-2,861.0%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.2% | -0.9% | +0.1% |
| 7D | -6.7% | -3.0% | -3.7% | -6.3% |
| 30D | -6.7% | +4.8% | -11.5% | -7.2% |
| 3M | -22.6% | -12.8% | -9.7% | -21.4% |
| 6M | -33.4% | +5.0% | -38.5% | -34.0% |
| YTD | -26.0% | -29.1% | +3.1% | -23.3% |
| 1Y | -18.3% | -26.4% | +8.1% | -15.8% |
| 3Y | +315.8% | -21.6% | +337.4% | +323.4% |
| 5Y | +225.7% | -35.2% | +261.0% | +238.1% |
| 10Y | +610.5% | +25.6% | +584.8% | +597.3% |
| All | +207.3% | +3,068.3% | -2,861.0% | +145.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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