+568.9%
KGC vs MLM
+149.0%
+419.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MLM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.5% | -5.3% | -5.7% |
| 7D | +8.0% | -2.9% | +10.9% | +8.6% |
| 30D | -9.3% | +10.4% | -19.7% | -11.1% |
| 3M | -21.3% | -3.7% | -17.6% | -20.8% |
| 6M | -31.5% | -10.3% | -21.2% | -30.2% |
| YTD | -23.2% | -14.8% | -8.4% | -21.2% |
| 1Y | -15.0% | -13.9% | -1.2% | -12.9% |
| 3Y | +328.7% | +18.4% | +310.3% | +316.7% |
| 5Y | +262.9% | +31.8% | +231.1% | +242.6% |
| 10Y | +568.9% | +143.4% | +425.5% | +469.3% |
| All | +568.9% | +149.0% | +419.9% | +469.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MLM.
Daily Out/Under-Performance
Portfolio return minus MLM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MLM 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 10y: compounded portfolio wealth divided by compounded MLM 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…
10y analysis · Full analysis span regression · 6 months rolling