+229.2%
KGC vs MSI
+4,457.4%
-4,228.2%
-96.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MSI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.5% | +3.5% | +3.0% |
| 7D | +10.5% | +4.7% | +5.8% | +10.1% |
| 30D | -4.1% | +14.8% | -18.8% | -4.9% |
| 3M | -13.1% | +8.8% | -21.9% | -13.6% |
| 6M | -27.5% | +19.3% | -46.9% | -28.5% |
| YTD | -20.7% | +35.3% | -56.0% | -22.5% |
| 1Y | -6.1% | +33.8% | -39.8% | -8.1% |
| 3Y | +318.6% | +74.4% | +244.2% | +302.3% |
| 5Y | +289.9% | +120.5% | +169.4% | +268.9% |
| 10Y | +501.8% | +685.2% | -183.4% | +433.0% |
| All | +229.2% | +4,457.4% | -4,228.2% | +168.5% |
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