+658.7%
KGC vs MSI
+590.9%
+67.8%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.1% |
| 7D | +2.4% | -5.8% | +8.2% | +3.7% |
| 30D | +9.2% | -1.0% | +10.2% | +9.4% |
| 3M | +16.7% | +14.2% | +2.6% | +13.0% |
| 6M | -7.0% | +1.0% | -8.1% | -7.8% |
| YTD | +7.5% | +21.5% | -14.0% | +1.8% |
| 1Y | +34.4% | -2.1% | +36.5% | +34.0% |
| 3Y | +552.0% | +69.3% | +482.6% | +469.4% |
| 5Y | +454.5% | +99.3% | +355.2% | +362.9% |
| 10Y | +658.7% | +595.0% | +63.6% | +604.6% |
| All | +658.7% | +590.9% | +67.8% | +604.6% |
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