+34.4%
KGC vs MSI
-2.0%
+36.4%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.1% | -1.2% | -2.4% |
| 7D | +2.4% | -5.8% | +8.2% | +1.8% |
| 30D | +9.2% | -1.0% | +10.2% | +9.1% |
| 3M | +16.7% | +14.2% | +2.6% | +18.3% |
| 6M | -7.0% | +1.0% | -8.1% | -6.4% |
| YTD | +7.5% | +21.5% | -14.0% | +9.1% |
| 1Y | +34.4% | -2.1% | +36.5% | +43.2% |
| All | +34.4% | -2.0% | +36.4% | +43.2% |
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