+655.3%
KGC vs OMC
+35.0%
+620.3%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OMC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +1.5% | -5.8% | -4.5% |
| 7D | -8.4% | -6.2% | -2.2% | -7.7% |
| 30D | +6.3% | -7.6% | +13.9% | +7.3% |
| 3M | +22.4% | +7.4% | +15.0% | +21.2% |
| 6M | -11.4% | +0.1% | -11.6% | -11.6% |
| YTD | +3.1% | +0.4% | +2.7% | +2.5% |
| 1Y | +26.6% | +7.8% | +18.8% | +24.3% |
| 3Y | +525.6% | +11.8% | +513.8% | +506.8% |
| 5Y | +451.7% | +32.5% | +419.2% | +420.3% |
| All | +655.3% | +35.0% | +620.3% | +649.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OMC.
Daily Out/Under-Performance
Portfolio return minus OMC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OMC 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 10y: compounded portfolio wealth divided by compounded OMC 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…
10y analysis · Full analysis span regression · 6 months rolling