+610.7%
KGC vs MSI
+670.1%
-59.4%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.6% |
| 7D | +0.2% | +7.7% | -7.5% | -1.4% |
| 30D | -8.8% | +19.9% | -28.7% | -12.4% |
| 3M | -21.1% | +14.9% | -36.0% | -23.5% |
| 6M | -32.3% | +37.2% | -69.6% | -37.2% |
| YTD | -23.5% | +40.8% | -64.2% | -30.0% |
| 1Y | -15.0% | +38.1% | -53.1% | -21.8% |
| 3Y | +327.5% | +77.7% | +249.8% | +268.9% |
| 5Y | +244.3% | +129.0% | +115.3% | +177.4% |
| All | +610.7% | +670.1% | -59.4% | +408.8% |
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