+217.8%
KGC vs MKC
+3,067.0%
-2,849.1%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.5% | -0.7% | -0.3% |
| 7D | +0.2% | -7.0% | +7.2% | +1.1% |
| 30D | -8.8% | +4.1% | -12.9% | -9.3% |
| 3M | -21.1% | -10.3% | -10.8% | -20.2% |
| 6M | -32.3% | +1.7% | -34.0% | -32.7% |
| YTD | -23.5% | -29.1% | +5.6% | -20.7% |
| 1Y | -15.0% | -26.0% | +11.0% | -12.4% |
| 3Y | +327.5% | -21.5% | +349.0% | +335.2% |
| 5Y | +244.3% | -35.0% | +279.3% | +257.2% |
| 10Y | +634.8% | +25.6% | +609.2% | +621.1% |
| All | +217.8% | +3,067.0% | -2,849.1% | +153.5% |
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