-9.8%
KGC vs MSI
+36.7%
-46.5%
-47.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.6% | +0.1% | +3.0% |
| 7D | +11.1% | +8.3% | +2.8% | +12.2% |
| 30D | -3.7% | +18.9% | -22.6% | -1.8% |
| 3M | -17.2% | +13.2% | -30.4% | -16.0% |
| 6M | -27.3% | +38.3% | -65.5% | -24.3% |
| YTD | -18.5% | +38.9% | -57.4% | -14.8% |
| All | -9.8% | +36.7% | -46.5% | -2.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling