+357.0%
KGC vs MSI
+4,035.2%
-3,678.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -0.9% | -1.4% | -2.2% |
| 7D | -1.3% | -3.7% | +2.4% | -1.0% |
| 30D | +20.3% | +6.8% | +13.5% | +19.7% |
| 3M | +8.1% | +14.3% | -6.2% | +7.0% |
| 6M | -8.8% | -1.6% | -7.2% | -8.8% |
| YTD | +10.1% | +22.8% | -12.7% | +8.3% |
| 1Y | +44.2% | -1.1% | +45.3% | +43.9% |
| 3Y | +533.0% | +70.5% | +462.6% | +509.5% |
| 5Y | +443.0% | +102.8% | +340.2% | +416.7% |
| 10Y | +678.6% | +597.4% | +81.1% | +594.8% |
| All | +357.0% | +4,035.2% | -3,678.2% | +275.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling