+538.5%
KGC vs MSI
+689.5%
-151.0%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +2.2% |
| 7D | +11.1% | +8.3% | +2.8% | +9.2% |
| 30D | -3.7% | +18.9% | -22.6% | -7.3% |
| 3M | -17.2% | +13.2% | -30.4% | -19.5% |
| 6M | -27.3% | +38.3% | -65.5% | -32.6% |
| YTD | -18.5% | +38.9% | -57.4% | -25.2% |
| 1Y | -5.7% | +36.7% | -42.4% | -13.0% |
| 3Y | +336.5% | +76.6% | +259.9% | +277.8% |
| 5Y | +298.7% | +124.5% | +174.2% | +223.3% |
| 10Y | +538.5% | +674.5% | -136.0% | +386.3% |
| All | +538.5% | +689.5% | -151.0% | +386.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MSI.
Daily Out/Under-Performance
Portfolio return minus MSI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MSI 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 MSI 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