+357.0%
KGC vs MKC
+3,376.8%
-3,019.7%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.0% | -1.3% | -2.2% |
| 7D | -1.3% | -5.9% | +4.6% | -0.6% |
| 30D | +20.3% | -0.9% | +21.2% | +20.3% |
| 3M | +8.1% | +12.7% | -4.6% | +6.3% |
| 6M | -8.8% | -19.3% | +10.5% | -6.8% |
| YTD | +10.1% | -22.2% | +32.2% | +12.8% |
| 1Y | +44.2% | -23.3% | +67.6% | +48.0% |
| 3Y | +533.0% | -30.0% | +563.0% | +552.8% |
| 5Y | +443.0% | -33.8% | +476.8% | +461.9% |
| 10Y | +678.6% | +24.4% | +654.1% | +662.1% |
| All | +357.0% | +3,376.8% | -3,019.7% | +260.8% |
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