+445.9%
KGC vs MOH
-19.7%
+465.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MOH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.0% | -1.3% | +0.6% |
| 7D | -5.6% | +1.7% | -7.3% | -5.7% |
| 30D | +6.1% | -0.9% | +7.0% | +6.2% |
| 3M | +17.3% | +5.7% | +11.6% | +17.0% |
| 6M | -10.3% | +39.1% | -49.4% | -11.7% |
| YTD | +3.9% | +17.7% | -13.8% | +2.8% |
| 1Y | +25.7% | +8.4% | +17.4% | +24.6% |
| 3Y | +526.0% | -36.6% | +562.5% | +525.3% |
| All | +445.9% | -19.7% | +465.6% | +450.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling