-17.2%
KGC vs MOS
-7.3%
-9.9%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MOS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.8% | +0.5% | +0.1% |
| 7D | +0.2% | +5.5% | -5.2% | -2.0% |
| 30D | -8.8% | +21.0% | -29.8% | -16.3% |
| 3M | -21.1% | -0.5% | -20.6% | -21.4% |
| 6M | -32.3% | +6.6% | -38.9% | -34.8% |
| YTD | -23.5% | -2.8% | -20.7% | -22.1% |
| All | -17.2% | -7.3% | -9.9% | -15.1% |
Cumulative growth
Daily Returns
Daily percentage return beside MOS.
Daily Out/Under-Performance
Portfolio return minus MOS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MOS 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 MOS 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