-4.3%
KGC vs MOH
+53.5%
-57.8%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +8.9% | -1.5% | +7.4% |
| 7D | -6.8% | +14.3% | -21.1% | -6.8% |
| 30D | -9.2% | +16.7% | -25.8% | -9.2% |
| 3M | -9.1% | +18.3% | -27.4% | -9.2% |
| 6M | -25.7% | +15.8% | -41.5% | -25.5% |
| YTD | -23.6% | +30.5% | -54.1% | -23.4% |
| 1Y | -4.3% | +49.3% | -53.6% | -4.4% |
| All | -4.3% | +53.5% | -57.8% | -4.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MOH.
Daily Out/Under-Performance
Portfolio return minus MOH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOH 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 1y: compounded portfolio wealth divided by compounded MOH 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…
1y analysis · Full analysis span regression · 6 months rolling