+286.2%
KGC vs MSI
+118.7%
+167.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.2% |
| 7D | +10.5% | +4.7% | +5.8% | +8.9% |
| 30D | -4.1% | +14.8% | -18.8% | -8.2% |
| 3M | -13.1% | +8.8% | -21.9% | -15.5% |
| 6M | -27.5% | +19.3% | -46.9% | -32.2% |
| YTD | -20.7% | +35.3% | -56.0% | -29.9% |
| 1Y | -6.1% | +33.8% | -39.8% | -16.6% |
| 3Y | +318.6% | +74.4% | +244.2% | +223.3% |
| All | +286.2% | +118.7% | +167.5% | +154.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling